Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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6 years of client service experience
2 years of management experience
1 year sales experience
Michigan State University -Bachelor of Arts in Finance
Series 6 & 63 Security Licensed
Life & Health Insurance Licensed
10 years of client experience
2 years of office management experience
6 years of sales experience
Let's meet to discuss what's most important to you.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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