The Ann Arbor team and I are active in Ann Arbor’s entrepreneurial community, particularly within the technology and medical science fields. With the combination of our firm’s broad consulting services and our team’s extensive experience in consulting with individuals exiting their business, we’re uniquely positioned to ensure the appropriate planning items are addressed for the entrepreneur throughout the life of the business and, specifically, during the year of a liquidity event.
I’ve been named to HOUR Detroit and DBusiness Magazine’s list of FIVE STAR Wealth Managers™ in metro Detroit five times. I’m a member of the Financial Analysts Society of Detroit and the Washtenaw Estate Planning Council. I’m also on the board at Father Gabriel Richard High School and a member of the Ann Arbor Area Community Foundation Network of Professional Advisors. I earned a B.A. in finance from Michigan State University.
Outside of work, I enjoy golfing and spending time with my wife and five children. I look forward to the times when our family can get away together.