Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 and Series 63, 65, and 66
  • Life, Health and Variable Contracts

Education

  • Bachelor of Business from Oakland University with major in General Management and double minor in International Management and French

Awards & recognition

  • CornerStone Financial Group, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

  • Women's Empowerment Network Past President

Interests

I love spending time with friends and family--especially my husband, Bryce, and our three girls, Alexa (17), Maya (15) and Camille (12).

My kids keep me busy with soccer, skiing and tennis; and whenever possible I enjoy the great outdoors, reading, yoga and travel.