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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances

Education

  • Bachelor of Business Administration, 1996 Davenport University, Grand Rapids Michigan
  • High School Graduate, 1985 Grand Rapids Christian High School, Grand Rapids Michigan

Awards & recognition

  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023

Interests

Traveling, reading, and family oriented which includes her kids and dogs.