Serving as a personal CFO, I assist ultra-high-net-worth individuals and families with achieving peace of mind. Whether that’s growing their wealth, reducing income and estate taxes, or planning for future generations, I go to great lengths to ensure my clients are covered in all facets of their financial lives. No matter how complex their personal balance sheets, clients appreciate that I bring a positive attitude to every engagement while offering them objective, unbiased information — based on over two decades of experience.
In my time with the firm, we have been fortunate to grow our Wealth Management practice immensely, in both team size and expanded geographies. I thoroughly enjoy serving our existing clients, and it’s always interesting to begin working with new clients as well. Our reputation for providing valuable services, a unique perspective on the industry, as well as future insights for tomorrow allows clients to make sound decisions today.
I have a B.A. and an M.S. in accounting with a specialization in tax and finance from Michigan State University, and I’m a member of both the AICPA and MICPA. Additionally, I’ve been recognized as a Lansing Regional Chamber of Commerce “Ten Over the Next 10” award finalist.
It’s great that I can work at a firm where I can have a great balance between my professional and personal interests. Over the years, I have enjoyed coaching different youth sports for all three of my children, as well as golfing, attending MSU sporting events, and traveling with my family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.