I enjoy working with high-net-worth individuals and families to develop and maintain a holistic financial plan. Many of my clients are business owners, executives, and retirees who have spent most of their lives building their wealth, and I consider it a privilege to help them secure it and plan for the future. I specialize in portfolio construction, strategic planning, tax optimization, and estate planning, as well as developing comprehensive intergenerational wealth management strategies.
My clients appreciate that I develop a relationship with them to understand their family dynamics. When I understand their personal needs, it makes it easier to shape a plan for them. It’s in my nature to help and solve problems. If there’s a concern with the family balance sheet or an investment portfolio, I’m always happy to get involved or act as a sounding board for any ideas or questions that clients have.
I received a B.A. in economics from the University of Michigan.
I spend most of my free time with my wife and two young kids. We like to be outdoors and travel whenever possible. I also enjoy running, stand-up paddle boarding, and snowboarding.
