As the CEO of Plante Moran Trust, I lead our strategic direction in serving as professional trustee for the administration of trusts, estates, family offices, and foundations. In addition, I have expertise in estate planning, holistic financial planning, and investment consulting services for high net worth individuals and families. Known for being independent and objective, Plante Moran Trust has the experience to serve our clients as their trustee, co-trustee, or agent for trustee, providing them with unmatched client service, peace of mind, and family harmony.
My clients view me as a technical specialist in the trust industry, and they depend on my reliability and responsiveness in serving them on their daily needs as well as addressing their issues and concerns. I’ve been interested in planning for the future and the financial markets since I was young. Working in the trust industry has been a perfect match of these interests and my strengths; I love serving clients in this capacity.
I also spent seven years as a senior planner with Plante Moran Financial Advisors where I provided investment consulting as well as financial, estate tax, and income tax advice to high net worth individuals, families, and endowments/foundations.
I’m a member of the Legal/Financial Network Group of the Community Foundation for Southeast Michigan, the Certified Financial Planner Board of Standards, Inc., the Institute of Certified Bankers, and the Financial and Estate Planning Council of Metro Detroit, Inc. I’m also on the Accounting and Finance Advisory Board of Oakland University. I received a B.S. in finance from Oakland University (summa cum laude) and my M.B.A. from Wayne State University.
CIMA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CIMA certification, please visit investmentsandwealth.org.
