Aims to act as a financial counselor, enabling clients to feel empowered while spending with the confidence that the team is keeping their future goals within reach.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Helps young families and high-income earners navigate complex financial decisions, from optimizing tax strategies to planning for major life milestones. Provides personalized guidance and support, empowering clients to manage their finances confidently while achieving long-term financial security.
Education: B.A., Finance, Michigan State University
Previous Work Highlights: Served as a Financial Planning Associate at Exchange Capital Management before its partnership with Lido in 2025.
Lido Advisors, LLC does not provide legal or tax advice. Please consult an attorney or tax advisor should you require such services.
