As a trust officer with Plante Moran Trust, I work with individuals and families during ongoing trust administration and estate settlements. I assist clients with all types of family-oriented, charitable, and irrevocable trusts. During estate settlement, I help families through the process, ensuring the decedent’s wishes are fulfilled in accordance with their estate planning documents. I also regularly work with nontraditional assets including real estate and closely held business interests, as well as managing fiduciary and required tax compliance.
Wealth Management
Experience
During college, I was featured in a national advertising campaign for Adidas called “Me, Myself,” promoting confident women in sports and fitness. It was truly an honor and an amazing experience!