Financial Advisor, CPA
- Tax Strategies Planning
- Investment and Portfolio Allocation
- Multi-Generational Wealth Transfer
After spending over a decade on the east side of the state, I returned to my roots in Southwest Michigan. Born and raised in Portage, I have the advantage of area-specific knowledge paired with extensive tax and financial planning experience working with big firms in Detroit: Kayden Wealth Management and PricewaterhouseCoopers, LLP.
In my spare time, I enjoy reading, exercising, sports, and visiting with family and friends. I’m elated to be back in southwest Michigan with my dog, Ellie.