I’m a relationship manager in our Wealth Management practice and am known for helping clients define and monitor progress toward their financial goals. I specialize in helping clients develop savings behaviors, implement debt reduction strategies, analyze cash flows, define investment policies and strategies, determine portfolio allocations, minimize income taxes, and maximize net worth. Additionally, I’m well versed in college education saving vehicles and strategies.
I’m a member of the Detroit Economic Club Young Leaders and the Finance Council for St. Mary Royal Oak Parish. I received a B.A. in accounting from Michigan State University and an M.B.A. from Wayne State University.
Outside of work, I enjoy spending time with my wife and daughters. I also enjoy playing golf and doing home improvements when I have some free time.