- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant (CPA), State of Michigan
Once again, Dad had a comment. It was short and sweet: “What job are you going to get with a Classical Civilization degree?” I told him I could work in a museum or become an archeologist. These are respectable and rewarding jobs, but I thought there was no harm in applying to the business school. I figured I would plan to become an archeologist, but having a business degree would be a great safety net in the event I couldn’t find a position.
A funny thing happened. I was more drawn towards my business classes and saw my future there. After graduation, I joined Michigan-based public accounting firm Plante Moran and became a Certified Public Accountant. Wanting to work with families and their wealth, I transitioned to the firm’s financial planning group, Plante Moran Financial Advisors and became a CERTIFIED FINANCIAL PLANNER™ professional. Working with an outstanding group of individuals, I learned to think critically and honed my technical and problem-solving skills. I left the firm when my wife and I relocated to Boise, Idaho for her veterinary internship.
Upon our return to Michigan, I decided the time was right to strike out on my own to bring Wealthcare’s unique, goals-based financial planning approach to my clients. I guess Dad was right after all. Financial planning is my true calling.
- University of Michigan - Ross School of Business: Bachelor of Business Administration, 2004
- University of Michigan - Ross School of Business: Master of Accounting, 2005