With a focus on holistic wealth management, I strive to serve as a personal CFO to high-net-worth individuals and families, helping them achieve their short-term and long-term financial goals through a customized financial plan. My objectives are to develop and meet their goals through comprehensive planning strategies, ranging from portfolio construction and personal income tax planning to generational estate planning and charitable giving.
One of my favorite things about Plante Moran is the people I get the opportunity to work with, both clients and co-workers. I’m involved with recruiting at Michigan State University and enjoy meeting with students and explaining why I’m excited about my career and this firm.
I earned my B.A. in finance from Michigan State University, and am still a proud, passionate Spartan. I’m a member of the Greater Lansing Estate Planning Council and spend time teaching for Junior Achievement each year.
Outside of work, I enjoy spending time with my family and friends, attending MSU sporting events, and running around with my dog, Sophie.
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.
