I help high-net-worth individuals and families develop financial planning strategies to meet their short- and long-term goals. With expertise in holistic wealth management and investment services, I help clients with everything from portfolio construction and strategic planning to tax optimization and estate planning strategies.
I enjoy the firm’s culture and the business model — which is very different from others within the industry. I’ve developed great relationships with clients and colleagues. In fact, they all joke about my phone voice. Apparently, I’m quite animated when talking to clients — it’s a side effect of being passionate about my job.
I belong to the Greater Lansing Estate Planning Council and the Capital Region Community Foundation board of trustees. I have a B.S. in business administration from Central Michigan University.
Most of my free time is spent with my wife, Yan, and our twin daughters, Margot and Sophie. We enjoy being active, traveling, and trying new foods.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.