I provide financial advisory services to closely-held business owners and private equity professionals. My work entails partnering with clients to craft personal financial strategy, collaborate with their suite of advisors, proactively look for planning opportunities, and oversee day to day execution of their financial and investment strategy.
Clients count on me to pair my experience with an understanding of them and their families to help develop and maintain a customized, comprehensive long-term plan.
Working as part of the Wealth Management team, I work hard to stay current with the myriad planning opportunities of which my clients could take advantage. In doing so, I’ve developed a deep passion for the sophistication of these engagements. My clients appreciate that I stay focused on their unique goals and keep them fully informed — as well as confident — in the plan we’ve worked to put in motion. I’m guided by the knowledge that each client’s plans are unique and personal — and they deserve customized approaches that reflect that.
I belong to the Certified Financial Planner Board of Standards Inc., the Certified Financial Analyst Institute, and the Certified Financial Analyst Society of Detroit. I earned my B.S. in finance from Michigan State University, where I graduated as a member of the Honors College with high honors.
Outside of work, I enjoy reading, golf, and tackling home improvement projects. I like spending my free time with my wife, our children, and our dog.
