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Experience

As a relationship manager with Plante Moran Financial Advisors, I provide holistic, unbiased advice to high-net-worth individuals and families. I specialize in advising clients who have owned closely held businesses and are transitioning their wealth from private holdings to a more diversified balance sheet. 
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Specializes In

In kindergarten, my now-wife gave me a stick-figure picture of me, her, and a little girl with her phone number on it, which my parents actually kept over the years. Fast forward many years, and that picture came to life!

Additional Thoughts

Consumer inflation eases in December
Jim Baird Wealth Management
Blog January 11, 2019 1 min read
Estate tax claims: Are you relying on faulty tax authority?
Rockwell Gust Wealth Management
Article January 9, 2019 4 min read
The nine steps to take to make 2019 your best financial year ever
Jaime Eckels Wealth Management
Article January 7, 2019 1 min read
Job creation surges in December
Jim Baird Wealth Management
Blog January 4, 2019 2 min read