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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • I'm married with 2 daughters and a son. They are the center of my world and who I enjoy spending my time with the most.
  • I have a passion for facing challenges and seeking results. I like remodeling, landscaping and gardening. I've recently started to learn to build furniture.
  • Whether it be golfing, hunting, fishing or sitting around a bonfire making s'mores with my family. I enjoy Michigan weather and like to spend my time outdoors.

Community participation

  • Volunteer for Lenawee United Way

Professional associations

  • Young Professionals Lenawee