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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
Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read