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Experience

As an attorney trust officer with Plante Moran Trust, I serve families and individuals in the administration of personal and charitable trusts, estates, family offices, and irrevocable life insurance trusts. I specialize in the settlement of probate estates and estate-like trusts. I also work with families who have elder and special needs concerns to develop a long-term plan for their care and the financial management of their assets.
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Specializes In

As a working mother and a runner, I stay very busy. My sons are in hockey, my daughter is in gymnastics, and I’ve finished all 26.2 miles of a marathon.

Additional Thoughts

Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read
Could increasing labor costs be a catalyst for rising inflation?
Jim Baird Wealth Management
Article May 31, 2018 1 min read