From a young age, I found finance to be intriguing, spending much of my extra time reading about different investments and famous investors. This love for finance led to me to taking a position as a banker out of college. In this position, I quickly found out that I enjoyed working with clients; however, I found myself missing the investment environment. It was at this time that Plante & Moran offered me a terrific opportunity to join their firm as a financial planner, to which I enthusiastically accepted.
As a financial planner, it is my goal to help clients balance risk and return to help meet their financial goals. In order to reach these goals, we discuss a wide array of topics. From investment strategies to estate planning and tax planning, we take a holistic approach to serve our clients.
| Job Title: |
Financial Planner |
| Company: |
Plante Moran Financial Advisors |
| College: |
Central Michigan University, Bachelor of Business Administration, Real Estate Development and Finance, Mount Pleasant, MI
|
| High School: |
Meridian High School, Sanford, MI
|
| Lives In: |
Lansing |