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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

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read
How to avoid benefits missteps after a foreign acquisition
Joseph Rankin
Article July 17, 2018 5 min read
Consumer sentiment declines modestly in early July
Jim Baird Wealth Management
Blog July 13, 2018 1 min read
Consumer inflation edges higher again in June
Jim Baird Wealth Management
Blog July 12, 2018 2 min read