I specialize in holistic wealth management, helping individuals and families build, implement, and monitor their financial wealth strategies. As our clients' personal CFO, I advise them on planning for personal finances, investment management, charitable giving, education, retirement, income taxes, and estate considerations. I love that this job allows me to connect with clients on a personal level. It’s rewarding to help people meet their long-term goals while being presented with new challenges.
I was part of the firm’s initial move to the Detroit office and worked hard with other talented PMFA members to grow our presence downtown. I’ve also been the chair of the Wealth Management Training Committee since 2015, where I focus on continuing to develop our outstanding staff. I enjoy being involved with staff development and being a sounding board for technical questions.
I am currently a member of the Certified Financial Planner Board of Standards, the Investments and Wealth Institute, and I’m a board member of the Springhill Housing Corporation and Springhill Pooled Accounts Trust. I have a B.A. in finance from Michigan State University.
Most of my free time is spent with my wife, our three young kids and our dog, Leo. We like to stay active, take family trips and I love to ski, golf and play team sports. I also pay close attention to Michigan State football and basketball games.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.