•Company/Firm: Plante & Moran, PLLC
•Office location: Ann Arbor
•Line of Service/Bus. Unit: Wealth Management Tax (High wealth individuals, closely held companies, trusts and private foundations)
•Tenure with Company/Firm and Role: 8 years/Manager
•Family: Husband (James), 2 Horses (Image & Zipper), & 2 Goats (Duke & Levi)
•Grew up in: Pinckney, MI
•Lives in: Ann Arbor, MI
•College/Major: Albion College/Bachelor of Arts with a Concentration in Accounting & University of Michigan/Masters of Accounting
•Hobbies & interests: Horses/Equestrian Sports, fishing, boating, being crafty
•Favorite vacation spot: Traverse City/Leelanau Peninsula
•Something people may not know about me: I was a member of Albion College’s Western Equestrian Team and rode in the highest level of competition all four years, where I qualified for semi-finals three times and nationals once.
•Favorite app on your phone: Zillow (Currently on the hunt for a new house!)
•Best advice ever received: To go for my Master’s at U of M – I don’t think I would be where I am today if it wasn’t for a very persistent and encouraging Albion College professor (John Carlson).
•Favorite quote: “You don’t regret the things you do, just the things you don’t”
•Why did you join the MWTA? The networking & fun events