I specialize in serving ultra-high-net-worth and family office clients — many of whom own, or have owned, a multigenerational family business, are founders of emerging growth businesses, or are private equity professionals.
Using a holistic approach to wealth management, I collaborate with clients and a broad team of specialists to connect the dots between a client’s operating business, financial plan, investment portfolio, wealth transfer goals, income and estate tax exposure, risk management needs, and philanthropic goals in order to optimize their personal balance sheet on an after-tax, after-fee basis.
Because of my expertise, I consult with clients on a range of specialized topics and situations, including investment policy development and portfolio implementation, pre-liquidity event planning, cash management strategies, financial independence and excess capital planning, business succession, complex estate tax planning, and family education for future wealth inheritors.
Internally at the firm, I currently co-lead our career services partnership with the Evans Scholars Foundation, as well as the wealth management practice’s business development team. I’m a past member of our Investment Research Committee. I’m proud to have earned the firm’s Morrison Award (2015), recognizing the caring, giving, and selfless spirit that characterizes the firm’s culture.
I hold an M.B.A. from the University of Chicago, Booth School of Business. I received my B.B.A. in management and marketing from Saginaw Valley State University, and I belong to its College of Business & Management Alumni Association, as well as the Detroit Catholic Central Alumni Association. I obtained my Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute and their executive-level education at the University of Chicago, Booth School of Business.
I thoroughly enjoy spending my free time with my wife and three children. Besides my family, my other passion is golf. It’s been a major part of my life for more than 25 years. I’m passionate about golf course architecture and sharing the game’s unique experiences with others.
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.
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.
