I have been serving clients in Northern Michigan communities since I joined Edward Jones as a financial advisor in early 2018. I am a passionate and dedicated financial advisor – I truly love my job and the opportunity to create meaningful relationships. Since becoming a financial advisor, I have been proud to serve a wide variety of clients, whose goals range from growing wealth to planning for a fulfilling retirement. I regularly work with young professionals, small business owners, non-profits, women investors and medical professionals with whom I create strategies for retirement planning, legacy considerations, business succession, asset growth and tax reduction. My professional and family background has given me the knowledge to serve my clients and help lead them through life transitions and market volatility to help them achieve their long-term financial goals.

I was born and raised in the Petoskey, MI area. In my free time, I enjoy mountain biking and hiking with family in this beautiful community we have been fortunate enough to call home for the past 30-plus years. Helping my clients achieve their goals is what I am most passionate about and I am incredibly grateful to be able to live and thrive in this community alongside them. I take great care to build personalized, holistic financial strategies because every individual, family and business is unique.

My branch office administrator and I work hard to earn our clients' loyalty and trust. We strive to provide a comprehensive and progressive service.

Outside of my role with Edward Jones, I serve on the board of directors for the Petoskey Regional Chamber of Commerce. I am also a member of the Petoskey Chamber, their Connecting Women in Business group, a recent alumna of the Chamber's Leadership Little Traverse program, a member of the Top of Michigan Mountain Bike Association and a proud member of a local Women Who Care giving group in my community.

Focus areas

  • Divorce Finances
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Cooking
  • Yoga
  • Community Outreach

Office Information

Office Address

4060 North M75 Suite 201 Walloon Lake, MI 49796

Mailing Address

Po Box 279 Walloon Lake, MI 49796

Additional Hours

  • Web Conferencing
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