I specialize in providing holistic wealth management services to high-net-worth individuals and families, helping them meet their goals through comprehensive planning strategies. My expertise includes retirement planning, investment strategy, tax planning, wealth transfer techniques, and serve as the firm’s subject matter expert on executive compensation.
Working within PMFA provides me an unbelievable opportunity to help people through the sharing of our ideas. Our firm’s collaborative approach and great culture combine to create an environment where excellent client service thrives — and our clients benefit.
I received my B.A. in finance from Oakland University.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.