Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • BA Finance, Western Michigan University

Awards & recognition

  • The Avalune Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • The Avalune Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Board Member, Nestlings

Volunteer, Park Theater Foundation

Interests

  • Kayaking
  • Sailing
  • Travel