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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




  • Universtiy of Michigan - Bachelor of Arts in Economics


I love to spend time with my two children, Katie and Robby and my husband, Joe. I love to golf, snow ski and do just about anything outdoors. I'm an avid Pittsburgh Steelers fan and University of Michigan football fan.

Community participation

  • Volunteer with My Brother's Pantry Food Pantry
  • League Representative for Bay Hills Swim Team
  • Run the Holiday Shop at Broadneck Elementary School and head the Enrichment Committee
  • Sunday School teacher
  • Church Council member and Community Outreach Committee member