As the president of Plante Moran Financial Advisors and a member of the firm’s 10-person management team, I serve ultra-high-net-worth clients as their “personal CFO,” providing them with customized wealth strategies designed to maximize their after-tax net worth. I help my clients throughout many points in their life, whether it’s advice during their active professional lives, guidance on the post-sale of a business, or planning for future generations.
I am playing my way through the top 100 golf courses in the world. The most incredible course I’ve been on is Royal County Down in Northern Ireland. The landscape is more beautiful than you can imagine.