I work alongside high-net-worth individuals and families to create holistic financial plans that align with their specific goals. My balance sheet approach integrates investment portfolio management with estate and income tax planning, retirement planning, and wealth transfer strategies to help clients achieve their objectives.
My favorite part of my work is forming strong relationships with clients and their families. I believe that trust and transparency are paramount, and I cultivate this by consistently providing independent and objective advice. I listen to clients’ unique situations, priorities, goals, and concerns to offer truly personalized guidance and support.
Within the firm, I actively participate in developing internal staff through various training programs that are designed to mentor and empower the next generation of trusted advisors.
I hold a B.A. in finance from Michigan State University and belong to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
