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Specialties
Strategic wealth guidance for families seeking to grow, steward and give with intention.
For families who want their wealth to create lasting impact — for the people they love and the causes they care about — clarity and intentional planning are essential. I partner closely with clients and their professional teams of advisors to simplify complexity and bring confidence to important financial decisions. Since 2013, I’ve advised high net worth individuals, families and business owners — primarily in southeast Michigan — while maintaining long-standing relationships with clients nationwide and internationally. My family and I have called Dexter home since 2007 and remain active in the community. With a foundation in public accounting and tax, and experience as a business owner, I provide practical, strategic guidance at the intersection of investing, tax efficiency and charitable giving. Together with my team, we help clients integrate philanthropy into a cohesive plan so their wealth grows, transitions efficiently and reflects the legacy they intend to leave. As a CERTIFIED FINANCIAL PLANNER® professional, I deliver disciplined, client-first advice grounded in rigorous training, ethics and accountability. I work with a limited number of thoughtful, growth-minded individuals and families who value a long-term, intentional approach and want a coordinated strategy to build, protect and purposefully deploy their wealth. If you’re seeking to elevate an already successful financial life and align it more closely with the impact you want to create, I would welcome an introduction.
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Always free for clients.
CFP®, ChFC®, AAMS®
Chartered Designations
What do these credentials mean?
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Securities and investment advisory services are offered through Edward Jones. Member SIPC. This profile is for informational purposes only and is not intended as investment, legal, or tax advice.