Experience
I am a partner in Plante Moran’s wealth management practice, where I advise affluent individuals and families on comprehensive planning and long-term stewardship. My work spans financial planning, investment policy development and oversight, and multigenerational wealth transfer. I specialize in tax-efficient portfolio construction, investment manager selection, and fee negotiation, and I collaborate with clients’ legal and tax advisors to evaluate, implement, and administer sophisticated estate and wealth transfer strategies. I am a Certified Financial Planner™ and a Certified Private Wealth Advisor® professional, having completed the CPWA® program and examination through 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.
