As a member of the firm’s wealth management tax practice and real estate and construction group, I specialize in providing tax compliance, planning, and consulting services for ultra-affluent families and closely held construction business owners. I help clients implement tax strategies and ideas, including income tax planning, business transition planning, estate and gift tax plans, and charitable giving.
I’ve always loved math, numbers, and creative problem solving. I have more than 10 years of experience and consider building relationships with clients and staff one of my greatest accomplishments. My clients appreciate that I’m responsive, helpful, and proactive with new ideas. Around the office, I’m known for my project management skills and for mentoring and teaching staff.
I belong to the AICPA and the MICPA, and I hold a B.B.A. in accounting and personal financial planning from Central Michigan University.
Outside of work, I spend my free time with my husband and two kids. We love sports, traveling, camping, boating on the beautiful northern Michigan lakes, and horseback riding.