As president of Plante Moran Insurance Agency, I’m known for helping ultra-high-net-worth and family office clients develop and implement financial planning strategies to maximize the leverage of wealth to the next generation as while also addressing the liquidity needs in a crisis plan for both the family and succession of any business interests. With over 20 years of experience, I specialize in estate planning, business succession strategies, and complex life insurance planning by partnering with numerous advisors over many disciplines to bring a cohesive solution to the client’s issues.
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.