I provide independent and objective advice to ultra-high-net-worth individuals and families. We have a holistic, team-based approach that allows us to effectively coordinate investment portfolios, estate planning, wealth transfer, tax planning, insurance, and philanthropic goals seamlessly. My specialty is helping clients navigate liquidity events as well as working with families to develop and implement coordinated strategies for wealth transfer, charitable gifting, and ongoing financial education and management.
My clients appreciate that I can be a sounding board for their ideas and concerns. I take the time to get to know them, their families, and their businesses. This allows me to offer advice and solutions tailored to their unique needs. It helps that I enjoy solving complex problems — and every day seems to present a new challenge and opportunity.
In the more than 10 years I’ve specialized in wealth management, my greatest accomplishment has been building and developing a strong team of professionals that serve our mutual clients at a very high level. I’ve enjoyed mentoring and coaching the next generation of advisors.
I was named one of the 2020 “Notable Women in Finance” according to Crain’s Detroit. I’m proud to be recognized as a leader in my workplace and in the community. I have a B.B.A. in finance from Michigan State University’s Honors College and an M.B.A. from the Ross School of Business at the University of Michigan.
When I’m not spending time with clients, I’m with my husband, Tom, our daughters, Vivienne and Eloise, and our German Shepherd, Doppler. With two young daughters, my free time is limited; however, I love to golf, ride horses, and attend music festivals when I can!
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.
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.
