After spending over 20 years in information technology as a consultant and director of large global teams, I learned a lot about how people perceive money, especially how prepared they believe they are for their futures.

I realized that many individuals were living in the now, thinking about the next few years instead of the next 30 to 50. They were not prepared to answer the question "can I maintain my standard of living in retirement", even though they were making good incomes today.

When I became a financial advisor, I committed myself to helping business professionals, families and small business owners prepare for their futures by becoming their guide through each stage of their financial lives.

When you decide to work with me, we start by getting to know one another and then understanding your personal situation, goals and needs for the future. You are at the center of everything I do. I use an established process to build a personalized strategy to help you accomplish your needs. We then partner together throughout your life to help you stay on track.

I want you to feel confident, in control, informed and secure with the strategy so that you can focus on what is most meaningful to you.

When I am not guiding my clients through this journey, you can find me enjoying time with my family on our boat in the beautiful Michigan summers, reading books and volunteering at my church building up women in the community through our Women's Ministry.

Focus areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Volunteering
  • Cooking
  • Spending Time with Family
  • Canoeing
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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