As the president of Plante Moran Financial Advisors and a member of the firm’s management team, I serve ultra-high-net-worth clients as their “personal CFO,” providing them with customized wealth strategies designed to maximize the after-tax value of their personal balance sheet. I assist clients in navigating through many events in their life, whether it’s advice during their active professional lives, guidance on the pre- or post-transaction of a business, or planning for future generations.
My clients appreciate my ability to provide and apply meaningful comprehensive services to complex wealth dynamics and structure a deliberate, objective, and independent approach to building, preserving, and managing wealth. As someone who sits on the same side of the table with them, I’ve become a trusted advisor for some of America’s top executives, families, family offices, and institutions.
With decades of experience, one of my greatest accomplishments as a leader within the firm has been growing the Wealth Management practice in terms of the breadth and scope of our service offerings, capabilities, and enhanced client service delivery models for the digital age.
I’ve spoken at the annual Barron’s conference for the Top 100 Independent Financial Advisors in the United States for many years on various matters related to managing an investment advisory firm and designing investment strategies. I was named to the Barron’s Advisor Hall of Fame in 2019 for having appeared in 10 or more Barron’s annual Top 100 Advisor rankings. Most recently, I was named to the Forbes 2024 Best-In-State Wealth Advisors list for Michigan where I ranked No. 7 on the list for Michigan High Net Worth. In 2022, I was named one of Crain’s Detroit “Notable Money Managers.”
My professional and community involvement includes serving as co-chair of the Finance and Accounting Board and as a member of the Student Investment Fund Advisory Board at Oakland University. I serve on the board of Plante Moran Corporate Finance, Plante Moran Trust, Plante Moran Insurance Agency, Plante Moran Realpoint Investment Advisors, and Plante Moran Financial Advisors. I’m also the Plante Moran Management Team sponsor for Rainmaker programs. I earned a B.S. in accounting and finance from Oakland University and an M.B.A. from Wayne State University.
Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
