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Experience

Serving as a personal CFO, I assist ultra-high-net-worth individuals and families with achieving peace of mind. Whether that’s growing their wealth, reducing income and estate taxes, or planning for future generations, I go to great lengths to ensure my clients are covered in all facets of their financial lives. No matter how complex their personal balance sheets, clients appreciate that I bring a positive attitude to every engagement while offering them objective, unbiased information — based on over two decades of experience.

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I love the outdoor recreational opportunities that living in Michigan provides.  I’ve grown up enjoying boating, fishing, camping, hunting, and golfing, and it’s great to be able to watch my children enjoy these same activities.

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