I provide holistic financial advice related to investments, retirement, estate planning, charitable giving, and personal taxes. As my clients’ personal CFO, I help them navigate their unique financial plans to work toward accomplishing their short- and long-term financial goals.
I interned with Plante Moran in college and, after graduating from Michigan State with a B.A. in finance, I started full time in 2013. I’m also active in the Macomb and St. Clair County Estate Planning councils.
Outside of work, I enjoy spending time outdoors, boating, and traveling.
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.
