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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Intergenerational Planning
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • Walsh College of Accountancy and Business: Master of Business Administration (MBA), 2009.
  • Walsh College of Accountancy and Business: Master of Science in Finance (MSF), 2006.
  • Saint Mary's College: Bachelor of Arts (BA), 2003.

Community participation

Forgotten Harvest
Novi Youth Assistance

Previous experience

  • Due Diligence Officer at Hantz Financial Services, 2013 - 2019
  • Senior Equity Analyst at Benzinga.com, 2011 - 2013