As a trust officer with Plante Moran Trust, I specialize in the administration of family trusts and estates. I assist families with fiduciary guidance, trust administration, investment consulting, estate planning, and income tax planning. I enjoy fostering close-knit relationships to create family-oriented estate plans that align with clients’ wishes.
Wealth Management
Experience
During college, I interned at a film production company in Hollywood. Being a “film buff,” I found the experience extremely interesting and rewarding.