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

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA Psychology at William Tyndale College, Farmington Hills, MI
  • MS Finance at University of Michigan, Ann Arbor, MI

Interests

My three children keep me busy! Whether it’s baseball with my eldest, gymnastics with my middle, or dance with my youngest our family is always on the move. I love every minute I get with them and would not trade anything for the time we spend as a family.

Community participation

Community Betterment Programs- Friendship Church- Lincoln Park Michigan

Youth Gymnastics Booster Club- Southgate Michigan

Youth Baseball Booster Program- Dearborn Michigan

My photos

1 albums
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