I specialize in the ongoing administration of individual and family trusts and estates. This includes assisting families with financial consulting, fiduciary guidance, trust administration, and income tax planning to achieve their estate planning goals.
I enjoy building trusting and deep relationships with clients by offering a boutique approach to trust administration and holistic wealth planning. I enjoy watching families evolve and grow over time while providing ideas, solutions, and peace of mind along the way.
I earned my B.A. in finance from Michigan State University.
Outside of work, I enjoy skiing, spending time with family and friends and performing home improvement projects.
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.
