As the personal CFO for many high-net-worth individuals and their families, I take a holistic approach to wealth management. I believe that optimal financial planning involves connecting the dots between cash and investment management; business, estate, and insurance considerations; and sound tax strategies. This is my chosen approach when I serve clients, and they appreciate the fact that I care about their financial future.
I also care about the future of the firm. As a leader in Flint, I have an opportunity to foster a collaborative environment every day. This collaborative spirit extends to my college recruitment efforts; I’m always on the lookout for talented students who can make a commitment to serving clients.
I am a Certified Financial Planning® professional and have my Certified Investment Management Analyst® certification. I have a B.A. in finance from Michigan State University and an M.S. in finance from Walsh College.
CIMA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CIMA certification, please visit investmentsandwealth.org.
