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 am the chair of the Wealth Management Training Committee, where I focus on developing 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 and our three young kids. We like to stay active, take family trips (mostly to see more family!), 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.
