Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Employee Stock Options
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Life & Health Ins
  • Small Business Owner's

Interests

Taking cruises with Family

Spending time with friends and Family

Being involved with my church

Being involved in our daughter's journey of school

Community participation

St. Luke Lutheran Church

Mid-Michigan Lutheran High School Association

Elks

Autism Alliance

Professional associations