As the personal CFO for many high-net-worth individuals and their families, I take a holistic approach to wealth management. I believe that optimal financial planning involves connecting the dots between cash and investment management; business, estate, and insurance considerations; and sound tax strategies. This is the approach I take when I serve my clients, and they appreciate that I care about their financial future.
A large share of my client base is made up of business owners, particularly auto dealers. I specialize in personal wealth management, tax optimization, and developing comprehensive intergenerational wealth management strategies.
I received a B.B.A. from the Ross School of Business with a minor in economics at the University of Michigan.
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.
