Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
Menominee Office Client Concierge and Administrative Assistant.
Munising and Marquette Client Concierge
I graduated from Northern Michigan University with a degree in Business and Accounting. I began my career as an auditor before dedicating 20 years to raising my family. I am committed to providing exceptional client service.
Outside of work, I enjoy hiking, biking, crafting, and spending time with my daughter. I have taken many trips across the U.S. out west on my motorcycle.
Business and Accounting Degree, Northern Michigan University
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