I’m a relationship manager in our Wealth Management practice and am known for helping clients define and monitor progress toward their financial goals. I specialize in helping clients develop savings behaviors, implement debt reduction strategies, analyze cash flows, define investment policies and strategies, determine portfolio allocations, minimize income taxes, and maximize net worth. Additionally, I’m well versed in college education saving vehicles and strategies.
Experience
I’m a proud Michigan State alum, but not many people know that I grew up a huge University of Michigan football fan. Much of my family is still on that side of the rivalry, which makes for interesting family gatherings during football season.