Advisor profile


What you can expect when you work with me

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.

Get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Charitable Giving

Qualifications

    • SIE, Series 7, 66

Education

  • Bachelors of Science, Ferris State University, Big Rapids, Michigan 1989-1993

Previous experience

  • Edward Jones, 2016-2024

Interests

I enjoy spending time with my grandchildren along with anything that has to do with being on the water. Boating is one of my favorite past time.