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.
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.
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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.
