- Joined Prime Buchholz in 2023
- Entered the investment industry in 2020
- Involved in all quantitative and qualitative aspects of the client relationship
- Chairs the custody committee; member of the private wealth practice group and defined contribution/defined benefit practice group
- Previous experience: Portfolio manager for high-net-worth clients at Taylor Financial as well as a consultant on corporate defined benefit and defined contribution plans
- B.A. in accounting/finance from Cleary University and an M.B.A. from Eastern Michigan University
- Member of the CFA Institute
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