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

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™

Education

  • Western Michigan University, Bachelor of Business Administration and Bachelors of Art 1999-2004

Interests

I believe that helping families build, protect and pass on strong financial values is my purpose within the practice. I support and celebrate local businesses along their individual journeys.

I believe it's important to stay active. After a few years of watching our sons train in the art and science of Taekwondo, my husband and I decided to join them and have achieved the rank of 6th gup (green belt). We found it's a great way to teach our sons about strength, focus and discipline. We enjoy training as a family.

I love to read paper books, learn about wines and whiskeys and travel to new places in search of new experiences.

Community participation

Forgotten Harvest

American Cancer Society

Toys for Tots

Ladies Golf for The Cure - Edgewood Country Club

Awards & recognition

  • Five Star Wealth Manager, 2013-2016, 2018-2021
  • Ameriprise Client Experience Award, 2021