I specialize in serving ultra-high-net-worth and family office clients – many of whom own, or have owned, a multi-generational family business. Using a holistic approach to wealth management, I collaborate with clients and a broad team of specialists to connect the dots between a client’s operating business, financial plan, investment portfolio, wealth transfer goals, income and estate tax exposure, risk management needs, and philanthropic goals in order to optimize their personal balance sheet on an after-tax, after-fee basis.
I have recently consulted with clients on a range of specialized topics and situations, including investment policy development and portfolio implementation, pre-liquidity event planning, cash management strategies, financial independence and excess capital planning, business succession, complex estate tax planning, and family education for future wealth inheritors.
Internally at the firm, I'm proud to have earned the firm’s Morrison Award, recognizing the caring, giving, and selfless spirit that characterizes the firm's culture. I currently serve as a member of our six-person Research Committee, which has the responsibility of 1) overseeing the due diligence duties of the firm’s Investment Research team, and 2) making formal recommendations related to the addition and removal of money managers to the firm’s Chief Investment Officer acting on behalf of our Investment Committee. I am also a member of our Business Development Team.
I hold an M.B.A. from the University of Chicago, Booth School of Business. I received my B.B.A. in management and marketing from Saginaw Valley State University, and I belong to its College of Business & Management Alumni Association, as well as the Detroit Catholic Central Alumni Association. I obtained my Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute and their executive-level education at the University of Chicago, Booth School of Business.
I thoroughly enjoy spending my free time with my wife and three children. Besides my family, my other passion is golf. It’s been a major part of my life for more than 20 years. I'm passionate about golf course architecture and sharing the game's unique experiences with others.