As the leader of our forensic and valuation services (FVS) group, I solve financial puzzles. I perform valuations of businesses as well as prepare and evaluate economic damage models and business insurance claims. Every day, this career offers me the chance to further develop my custom, problem-solving skills for the benefit of clients’ individual projects.
I’ve been in this business for a long time, and I bring a level of expertise to this field that my clients appreciate. I have experience in ESOPs, estate and gift tax planning, fairness opinions, financial reporting, purchase and sale advisory, shareholder disputes, breaches of contract, dealer terminations, intellectual property disputes, and security cases, among others.
I was attracted to Plante Moran because of its reputation for a healthy, respectful culture. I appreciate that the firm allowed me help transform the FVS group to be better aligned strategically and synergistically with management consulting, audit, and tax. This enables our group to work more closely with CFOs, VPs of finance, tax directors, controllers, and financial accounting departments.
In my down time, I like to travel with my family and play tennis. I love boating and recently made the shift from speedboat owner to pontoon boat captain, and have come to terms with that transition.
I’m a member of the National Association of Forensic Economics and I’m an Accredited Senior Appraiser with the American Society of Appraisers. I have a B.B.A. in finance from the University of Michigan Ross School of Business.
