
Putting
people first.
Get to know our leadership team
Leadership at the Ann Arbor office is dedicated to doing good for our clients, employees and community.

Financial planning doesn't need to be stressful, boring or confusing. I specialize in comprehensive financial planning for families and business owners. I work with my clients to create an easy to understand, long-term financial game plan that helps manage wealth, mitigate risk, and save tax efficiently.