I specialize in providing holistic wealth management services to our clients. As a member of our ultra-high-net-worth practice, I act as our clients’ personal CFO, coordinating and implementing investment management, income tax, estate tax, retirement, and education planning for individuals and families.
Before joining PMFA, I spent five years in Plante Moran’s tax group with a focus on high-net-worth individuals, trusts, estate/gift tax planning, and compliance. My tax experience allows me to help clients with complex charitable planning, estate tax planning, and wealth transfer strategies.
I earned my B.B.A. and M.S. in accountancy from the University of Notre Dame (Go Irish!). I spent my entire life in Metro Detroit; however, my wife and I relocated to Colorado in 2019. We welcomed our first daughter in 2021 and are expecting another daughter later this year. Outside of work, I stay active through golf, snowboarding, and chasing around our Boxer, Jax.