My wealth management and tax experience give me a unique skill set to help enhance the personal financial situation for all my clients. I also have years of experience with private placement real estate investments.
In the more than 27 years I’ve been with Plante Moran, I’ve built many relationships by operating on a “we care” philosophy. There’s a reason I have a reputation among my colleagues for always doing right by those individuals and families who partner with me.
I’m a Certified Financial Planner® and an Investments & Wealth Institute™ (formerly IMCA)-licensed CPWA®. I received my B.A. in accounting from Michigan State University. Outside of work, my hobbies include golf and coaching sports.
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.
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.
