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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Arizona State University 2003-2008 - Bachelor of Science - Kinesiology
  • Eastern Michigan University 2010-2011 - Master of Science - Educational Leadership

Community participation

Coffield & Associates - Community participation photo

I am a current trustee on the Armada Education Foundation board and have also instructed at and volunteered with therapeutic horseback riding centers.

Interests

To stay active, I play rugby with the Detroit Rugby Football Club, participate in bull riding at rodeos across Michigan, Ohio and the Midwest, and golf.

In addition, I keep bees, produce honey, make Mead (honey wine) and honey beer. In addition, I enjoy cooking for family, friends, and small local events.