My career with Edward Jones began in September of 2016. I participated in two internships at Edward Jones while attending Michigan State University. I was awarded the Board of Trustees Award which recognizes students for earning the highest possible GPA in their graduating class.
Fostering deep, meaningful relationships with my clients allows me to build customized financial strategies for individuals navigating a wide array of goals. Common goals I help my clients work toward achieving include retirement planning, educations savings and preparing for the unexpected. Witnessing my clients achieve their long-term goals is a gratifying experience that makes me eager to come to work every day.
I just relocated in May of 2021 from Grass Lake. I am deeply engaged in my local community but have clients that span all across the country. Whether or not you are a local, a snow-bird or an out-of-stater, I encourage you to reach out if there is any way I can help.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
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