As a member of our high-net-worth and ultra-high-net-worth practice, I specialize in providing holistic wealth management services to individuals and families. Many of my clients are business owners, executives, and retirees who have done a fantastic job accumulating and building their wealth. It’s my goal to help secure their wealth, plan for the future, and provide generational planning. I specialize in coordinating and implementing investment management, income tax, estate tax, as well as retirement and education planning for individuals and families.
I received a B.A. in finance from Michigan State University
In my free time, I enjoy spending time with my wife, our son, Beau, family, and friends. We love to travel and explore places we’ve never been before.
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.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
