Serving as my clients' personal CFO, I help build, implement, and monitor their financial wealth strategies. I assist my clients with planning for personal finances, developing and implementing an investment strategy, charitable giving, education, retirement, income tax planning, and multigenerational estate considerations. I specialize in providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families.
My clients appreciate that I know what’s important to them. I focus on knowing the specific details relating to their financial wealth strategy plan. This knowledge allows me to better plan and advise in their best interests. It’s because of this that I can quickly assess any change in circumstances and provide solutions in an efficient and effective manner.
My greatest accomplishment with the firm would be assisting my clients in meeting their personal, family, and charitable goals and objectives. That’s why I was drawn to this profession. This career allows me to build lasting relationships with clients.
I belong to the Certified Financial Planner Board of Standards, Inc. and the Chartered Financial Analyst Society of Detroit. I earned my B.B.A. from the University of Michigan’s Ross School of Business with emphases in finance and accounting.
Outside of work spending time with my wife, my German Shepherd, Tink, and my immediate and extended family as well as friends is very important to me. My wife and I love going on runs and to the park with Tink.