I provide independent and objective advice to ultra-high-net-worth individuals and families. We have a holistic, team-based approach that allows us to effectively coordinate investment portfolios, estate planning, wealth transfer, tax planning, insurance, and philanthropic goals seamlessly. My specialty is helping clients navigate liquidity events as well as working with families to develop and implement coordinated strategies for wealth transfer, charitable gifting, and ongoing financial education and management.
My first internship in finance was on the north shore of O’ahu in Hawaii. Despite that, I still chose to live in Michigan long term!