Tax & Estate Plan Specialist
"I love that I get to work with a group of people whose deepest desire is to see our clients live a complete and purposeful life. Deepening relationships with our clients and helping them solve thorny issues encourages and motivates me everyday."
With CapTrust Since
College / Degrees
MS in Accountancy (MSU)
BA in Accountancy (MSU)
Professional Certifications & Equipping
CPA Licensed in California since 2008
Warner Norcross + Judd LLP, Tax and Family Office Manager, 2013-2022
Plante Moran, Tax Manager, 2010-2013
PricewaterhouseCoopers, Tax Sr. Associate, 2006-2010
North Muskegon, MI
Kids: 2 Kids 11 girl & 9 boy
Pets: Chocolate Lab
Hobbies and Relaxation
Playing with the kids
Acadia National Park
- Fruitport Calvary Christian Schools – School Board Member & President
- CBMC – Board Member
What got you interested in this field?
I have an area where my two great passions, the love of learning (the tax code and law are ever changing) and my desire to serve others have merged together. I love helping clients navigate challenging waters to allow them to leave a lasting legacy for their family and community.
For you personally, describe the most satisfying aspect(s) of serving CapTrust clients:
I love that I get to work with a group of people whose deepest desire is to see our clients live a complete and purposeful life. Deepening relationships with our clients and helping them solve thorny issues encourages and motivates me everyday.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.