As president of Plante Moran Insurance Agency, I’m known for helping high-net-worth clients develop financial planning strategies that maximize the transfer of wealth to the next generation, as well as supporting charitable causes through implementing advanced life insurance designs. I specialize in estate planning, business succession strategies, and complex life insurance planning. I also help families develop a plan on how to effectively and efficiently transfer wealth with as little cost and the greatest leverage to meet their goals.
I moved around a lot as a child. I was born and lived in England. I then went on to live in Germany, Canada, and, finally, the United States.