I help individuals and families accomplish their financial goals through holistic wealth management services, including retirement/cash-flow planning, investment and risk management, college savings strategies, and more. My expertise includes planning opportunities for equity compensation such as restricted stock, stock options, restricted stock units, and other stock-based plans.
My clients appreciate my timely responses to their questions, proactive planning, and care for their financial and personal well-being.
I love working at Plante Moran because of the team approach we use and the collaboration we have with experts in our wealth transfer, insurance agency, trust bank, and tax departments. We act as a fiduciary for our clients by providing our independent and objective advice.
I received my B.A. in accounting from Michigan State University. When I’m not in the office, you can usually find me at Wrigley Field cheering on the Cubs or at a movie theater catching the newest releases.