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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies

Education

  • B.B.A., 2005, Finance. Grand Valley State University, Allendale, MI

Awards & recognition

  • Frattallone Wealth Management Group, Ameriprise Client Experience Award, 2023

Community participation

I am an active supporter of Feeding America, C-Snip and D.A. Blodgett/St. John's home. Currently, I am a member of the St. John's Home Guild in Grand Rapids, Michigan. One of the primary responsibilities of the guild is to organize and host the largest fundraiser every November which directly benefits children and families in my area. For the past two years, I've been the assistant coach for Girls on the Run of Kent County. I was also honored to be part of the Host Committee for C-Snips 3rd Annual Wags and Whiskers event. I very much enjoy giving my time to help raise funds and awareness for such great Grand Rapids organizations.

Interests

I enjoy spending time with my family and friends. My husband and I have three smart and active girls and a mini Goldendoodle, Daisy. We love to stay busy and active by making trips to the pool, dance classes, basketball and exploring our city. When we're not out doing all of that, you can find us roaming around our neighborhood and trails on our golf cart, lovingly name the #1 Green Machine. Every summer we travel to Maine to visit family. Lobster is my favorite food! We also love to go camping, boating, golfing, and biking. In the fall we love to watch college football and even participate in a family fantasy football competition!