As a member of our wealth management group, I proactively help my clients minimize their tax bills with creative tax and business services. From income tax, estate, and gift planning to business transactions and investments, I advise wealthy entrepreneurs on many aspects of their financial decisions and how best to prepare for the road ahead. I also advise real estate developers on income tax planning, real estate transactions, and partnership taxation.
Many of my clients have partnered with me for decades. In fact, in the more than 35 years I’ve been with the firm, I’ve sustained numerous long-term client relationships with satisfied business leaders. They appreciate that I provide them with actionable and practical solutions. My goal is to recognize opportunities for them and solve problems that enable them to be successful in their ventures.
I belong to the AICPA and the MICPA. I earned a B.B.A. in accounting from the University of Michigan.
I believe in work-life balance and have many hobbies outside of work, from cars and motorcycles to golfing and fishing. I also enjoy spending time with friends and family.