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Experience

As a relationship manager with Plante Moran Financial Advisors Drive team, 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.
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Specializes In

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!

Additional Thoughts

Estate planning checklist: Getting started
Ryan Linenger Wealth Management
Article February 27, 2018 5 min read
Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen