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

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies


  • CRPC® Chartered Retirement Planning Counselor℠


  • BA Bachelor of Arts, Economics and Management, Albion College
  • MSF Masters of Science in Finance, Walsh College


  • Spending time with family and friends
  • Staying active by running and cycling. I have participated in two half-marathons and plan to participate in more.
  • I love to travel; I try to visit a new place each year.
  • Rooting for the Detroit Lions, Tigers and Red Wings

Community participation

I am an active member in the Junior League of Birmingham, Michigan, Inc.; an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable.