I specialize in helping high-net-worth individuals and their families, as well as business owners, with unique, sophisticated life insurance solutions that allow them to achieve their long-term financial goals. My clients appreciate that I’m committed to helping them make the right decisions — focusing on efficiency and cost minimization.
In the more than 15 years I’ve been with Plante Moran, I’ve worked as an auditor, an investment consultant, and, now, a life insurance specialist within the wealth transfer practice. I’m fortunate that every day I get to do what I enjoy — help successful individuals and families reach their financial goals. It’s gratifying to assist these hard-working people as they carve out their future financial stability.
I’m a member of the AICPA, the Financial and Estate Planning Council of Metropolitan Detroit, and the Society of Financial Service Professionals. I received my B.B.A. from the University of Michigan–Dearborn.
Outside of work, I stay active by being involved with different sports. I especially enjoy spending time with my family and my son.
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.
Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.
FINRA BrokerCheck
FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/
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.
