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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

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read