As a relationship manager with Plante Moran Financial Advisors, I help clients define and achieve their financial goals. I specialize in providing comprehensive, holistic financial planning and investment advisory services to emerging affluent and affluent individuals, families, and business owners. My expertise includes financial goal setting, risk management, debt reduction strategies, and investment policy creation and implementation.
I lived in Arizona until I was 15, but never visited Sedona, the Grand Canyon, or other popular locations. However, I’ve traveled through most of Michigan since and plan to get back to Arizona to see those locations soon!