I help professional services firms achieve their business goals. My team works with architecture and engineering (A&E) firms, marketing companies, and law and consulting firms.
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We help companies figure out where they want to be and then map out their strategic vision. For some organizations, that means selling; for others, it’s managing their leadership team differently. If they want to move beyond their current profit level, we can help with that transition. We also advise firms on best practices for creating and understanding their culture, developing partner/owner retirement programs, and managing the change in leadership from generation to generation.
I’m lucky in that I can call upon the concepts I’ve learned from more than 20 years with Plante Moran. When management teams want more information, we give them the resources they need to make the best decisions for their organizations. Because of my expertise with A&E firms, I’ve helped put Plante Moran on the map as a leader in the A&E space.
I’m also proud of how my team has assisted numerous clients with their own leadership transitions. Much of my role is developing people, that’s why I’m happy to abide with our open-door policy — I want my staff to see me as a mentor who’s available to help them develop and achieve their professional goals.
I commit to a number of speaking engagements each year. I speak to CFOs and business leader forums on current topics that affect professional services firms, such as revenue recognition rules and cyber security. I’ve also covered leadership development and transition as well as tax strategies. I’m a member of the AICPA and the Michigan Association of CPAs, and I’m on the board of directors for the Michigan Architecture Foundation. I have a B.S. in business administration from Central Michigan University.
When I’m not advising clients, I’m following my kids around. Between their sporting and drama activities, we have events to attend all the time. Now that my oldest son has graduated, I may have more time to revisit some of my old hobbies, which include snow skiing and bird hunting.