As a relationship manager with Plante Moran Financial Advisors, I serve as a personal CFO for high-net-worth individuals and their families. With more than 25 years of experience, I have expertise with high-net-worth individuals, retirement plans, institutions, and trusts, and some corporations. I oversee the wealth management practice in the mid-Michigan area.
I used to be a dancer and once owned two dance studios. A friend convinced me to take an accounting class with her, and the rest is history. After we graduated with accounting degrees, I sold her my dance studios.