My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Financial Planning for Small Business

Education

  • University of Georgia, Master's of Financial Planning, 2022
  • Central Michigan University, Bachelor's of Economics, 2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Coaching High School Hockey
  • Adventuring through Michigan and our Great Lakes
  • Volunteering in our community
  • Spending time with my family and our two Siberian Huskies, Koda & Elsa