I’m a partner with Plante Moran Financial Advisors (PMFA). Our personal CFO approach puts our clients at the center and affords them independent and objective recommendations. Our clients value our holistic approach to wealth management: helping to develop and implement the right investment, estate, trust, tax, and insurance strategies within the context of our clients’ long-term goals.
The Ann Arbor team and I are active in Ann Arbor’s entrepreneurial community, particularly within the technology and medical science fields. With the combination of our firm’s broad consulting services and our team’s extensive experience in consulting with individuals exiting their business, we’re uniquely positioned to ensure the appropriate planning items are addressed for the entrepreneur throughout the life of the business and, specifically, during the year of a liquidity event.
I’m a member of the Financial Analysts Society of Detroit and the Washtenaw Estate Planning Council. I’m also a member of the Ann Arbor Area Community Foundation Network of Professional Advisors. I earned a B.A. in finance from Michigan State University.
Outside of work, I enjoy golfing and spending time with my wife and five children. I look forward to the times when our family can get away together.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
