Paraplanner

• Oct 2023 - Present

Advisor

• Jun 2022 - Sep 2023

With roots within one of the most respected audit, tax, and advisory firms in the country, Plante Moran Financial Advisors (PMFA) is one of the nation’s largest independent registered investment advisers (RIA). As part of Plante Moran’s wealth management practice, our PMFA professionals are dedicated to delivering holistic, independent, and objective financial guidance, with a fiduciary standard, to help individuals, families, and not-for-profit organizations manage, grow, and preserve their wealth. Our integrated services include: investment consulting, financial planning, corporate trustee, insurance consulting, estate planning, business succession, family education, philanthropic advisory, and tax planning. We serve as our clients’ Personal CFO or Outsourced CIO. Using a holistic approach to wealth management, we collaborate with clients and a broad team of specialists to connect the dots between the client’s operating business, financial plan, investment portfolio, wealth transfer goals, income and estate tax exposure, risk management needs, and philanthropic goals in order to optimize their personal balance sheet on an after-tax, after-fee, and multi-generational basis. Show less

Strategic Support Associate

• Jul 2020 - Apr 2022

• Operate data input spreadsheets and technical skills for processing. • Use interpersonal problem-solving skills to discuss and solve problems virtually. • Operate data input spreadsheets and technical skills for processing. • Use interpersonal problem-solving skills to discuss and solve problems virtually.

GCU Accounting Society Vice President

• Nov 2019 - Jan 2022

• Use social media marketing frequently to promote our upcoming events. • Communicate to our faculty advisor and President about managing tasks and opportunities. • Use social media marketing frequently to promote our upcoming events. • Communicate to our faculty advisor and President about managing tasks and opportunities.

2021 Virtual Externship

• Jun 2021 - Aug 2021

▪ Constructed an investment management portfolio ▪ Discovered the financial planning assumptions found in financial planning software ▪ Evaluated the tax implications of various personal and financial decisions ▪ Determined the likelihood of success in different client retirement scenarios ▪ Modeled an estate plan ▪ Constructed an investment management portfolio ▪ Discovered the financial planning assumptions found in financial planning software ▪ Evaluated the tax implications of various personal and financial decisions ▪ Determined the likelihood of success in different client retirement scenarios ▪ Modeled an estate plan