As the qualified plan practice leader for Plante Moran Financial Advisors, I help plan sponsors meet their fiduciary responsibilities so that they can provide great retirement plans at a reasonable cost — and achieve peace of mind for themselves. Manufacturers, automotive dealerships, professional services firms, healthcare providers, educational institutions, not-for-profit organizations, and small businesses turn to us for assistance with their 401(k), 403(b), and nonqualified plans.
Clients appreciate that I am responsive, save them time, sit on their side of the table, ensure their questions are answered, and am proactive in helping them solve problems and develop an effective retirement plan for their employees. In other words, they appreciate that I care. I want our clients to know that they are important, and I want them to experience the firm’s “We Care” culture firsthand.
Around the office and in the community, I’m known for thriving on challenge and my technical expertise. In addition to growing the firm’s retirement plan practice, I helped found the ABC of Detroit chapter of American Society of Pension Professionals and Actuaries. I’m a member of the National Association of Plan Advisors (NAPA), and the association has recognized me several times for my achievements and those of our team. I’ve also given presentations to NAPA and other organizations — including the Michigan Association of CPAs — on best practices related to qualified plans, industry trends, and fiduciary responsibilities. I have a B.B.A. and an M.B.A. from Wayne State University.
I enjoy being mentally and physically active. When I’m not in the office, I’m usually golfing, biking, or exercising. I also enjoy traveling, reading, and spending time with my husband, our two grown sons, and our respective families.
