I specialize in ongoing trust administration, pre-estate settlements, and estate settlement as well as private foundations. I enjoy working with individuals and families to ensure their wishes will be fulfilled upon their passing.
I was attracted to this career because I enjoy helping clients plan for their current financial needs and providing a peace of mind for their loved ones in the future. In nearly 10 years of this work, I enjoy that every day is an adventure in the trust world, as no two clients, families, or trusts are the same. My clients appreciate that I’m approachable and relatable. They enjoy our conversations and my genuine care and concern for them and their families.
I serve as an office champion for Plante Moran’s WorkFlex committee, which encourages staff to find a healthy work-life balance, and our Women in Leadership initiative to attract, retain, develop, and advance women into leadership positions within the firm.
I’m involved with the Alzheimer’s Association Michigan Chapter, where I’ve served on the planning committee for the Chocolate Jubilee Gala. I earned my B.A. in accounting from Michigan State University, and M.B.A. and M.S. in finance from Walsh College.
When I’m not helping clients, I enjoy traveling, live music, cooking, golfing, and reading.