As the personal CFO for many high-net-worth individuals and their families, I take a holistic approach to wealth management. I believe that optimal financial planning involves connecting the dots between cash and investment management; business, estate, and insurance considerations; and sound tax strategies. This is the approach I take when I serve my clients, and they appreciate the fact that I care about their financial future.
I also care about the future of the firm. Leading the Plante Moran Financial Advisors team in Detroit gives me the opportunity to foster a collaborative environment every day. This collaborative spirit extends to my college recruitment efforts; I’m always on the lookout for talented students who can make a commitment to serving clients.
I belong to the Investment Management Consultants Association and the Detroit chapter of the Association for Corporate Growth. I’m also a member of the Detroit Athletic Club, and I serve on the investment committee of the St. Andrew’s Society of Detroit. I have a B.A. in finance from Michigan State University and an M.S. in finance from Walsh College. In addition, Five Star Professional has named me a multiyear winner of its Five Star Wealth Manager award.
Outside the office, I spend most of my free time with my wife and our four children. When we’re not attending soccer games or running the kids around to their various social events, we’re usually relaxing at home or occasionally traveling around the Midwest for a long weekend. I also enjoy gardening and yardwork as well as concerts in small venues.
