For over 30 years I have worked with business owners, high net worth individuals, and senior executives in asset management, financial planning, tax planning and estate planning to provide creative and customized solutions to help them reach their financial goals as well as create clarity and confidence for their future.I lead our Firms Private Client Advisory Practice which is an integrated team of experts to guide our clients through their life events. These solutions include Advisory and Tax, Wealth Management, Estate and Gift,Family Office and Rehmann Trust.I have worked with small business owners to Fortune 200 companies to help design and service their defined contribution and non-qualified retirement plans. I bring an integrated skill set to help organizations and businesses manage their retirement plans by understanding the unique needs and goals of each business.I have been quoted in a variety of publications including The Wall Street Journal and Kiplinger’s. Specialties: Retirement Income Strategies, Tax Planning, Investment Analysis and Portfolio Design, Comprehensive Financial Planning, Estate Planning, Franchising and Qualified and Non-Qualified Retirement Plans.I value providing proactive solutions and peace of mind to my clients. I believe in a team-based approach to provide the best solution and to always put my clients’ needs first.
Listed skills include Investment Analysis And Portfolio Design, Retirement Income Strategies, Comprehensive Financial Planning, Estate Planning, and 3 others.