I am a partner with Plante Moran’s wealth management practice. I work extensively with high net worth individuals, families, and not-for-profit organizations providing a wide range of services, including financial planning, asset allocation, investment policy development, and ongoing investment oversight. My specialties include tax-efficient portfolio construction and management, as well as implementation of sophisticated wealth transfer strategies. In addition to being a Certified Financial Planner™, I am a Certified Private Wealth Advisor® professional, which included coursework and an examination at the Chicago Booth School of Business.
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.
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.
