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Experience

I serve as a CFO to individuals, families, and family offices in order to solve complex financial problems that ensure their future financial stability. Specializing in wealth management, investment consulting, estate planning, wealth transfer, tax, insurance, and trust, I coordinate custom strategies that lead to well-designed financial plans. 

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Specializes In

I’m an avid golfer and on a quest to play all the top 100 golf courses in the United States. Currently, I’m close to 60.

Additional Thoughts

Plante Moran Wealth Management Media Highlights
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Article June 20, 2018 1 min read
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Unemployment falls to 18-year low of 3.8%
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Is the tighter labor market a risk to the business outlook?
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Article June 1, 2018 1 min read