Close your eyes, take a breath and visualize the people, the places that bring your life joy and meaning. When you visualize your future, what do you see? Are you volunteering, spending time with family and friends, pursuing your passions for travel and hobbies? Whatever you dream to accomplish, our goal is to help you get there.

Our financial health determines so much of our life's trajectory. As a financial advisor, the value I bring to my clients is built upon asking about who and what is most important to you. I provide custom strategies that are specific to you and your family. These strategies emphasize proactive planning and consistent communication. I will be with you, guiding and providing counsel, as you navigate through the most personal and sensitive aspects of your life.

I believe that trust is at the heart of your relationship with your financial advisor – trust in the advisor's advice, competence and integrity, and trust that the advisor will listen and act in a client's best interest in all situations. My clients can take comfort in knowing that they will receive an ethical, honest and personalized approach to their financial health. Clients can feel secure knowing that they will receive prompt attention; that creates confidence; they are being heard, valued and understood when changes in their lives may create changes in their plans.

I partner with Stephanie Hunt, Senior Branch Office Administrator, who has over 11 years of financial services experience. She is your client concierge dedicated to providing comprehensive service. She is also a limited partner of the firm.

To better serve, more deeply understand and guide my client families, I hold the ABFP™ designation from the College for Financial Planning®. I have an ongoing passion for educating our youth on financial responsibility. To that end, I am a volunteer with Junior Achievement, believing that early education can begin establishing the foundation for financial literacy.

Along with my husband, Dan, we are the proud parents of our son, Caleb, who is a student of the arts. We enjoy traveling the world and tasting the local cuisine in the places we visit. As a family, we enjoy the beauty of the many seasons, the talents of the many artisans and the multi-cultural events that Grand Rapids and Michigan have to offer.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Culinary Arts
  • Pets
  • Gardening

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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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