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.
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.
