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Experience

I’m a partner with Plante Moran’s financial services group and a member of the family offices services group. Specializing in providing audit, valuation, and consulting services, I help private equity and venture capital firms, as well as family offices optimize their return on investment.
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Specializes In

Thanks to my Disney-loving daughter and the tutorials of YouTube, I’ve mastered the princess hairstyles of Elsa, Anna, Jasmine, Leia, and Rey.

Additional Thoughts

Why investment firms are so susceptible to cyberattacks - And 3 ways to prevent them
Karla Whittenburg
Article January 17, 2019 2 min read
Weathering trade troubles: Lessons from 'The Art of War'
Lou Longo
Article January 16, 2019 2 min read
Section 163(j) interest limitation: Beyond the basics
Kurt Piwko
Webinar January 15, 2019 94 minute watch