As a financial advisor, I truly love what I do! Our industry can be very complex, so I take the time to get to know my clients and make sure my clients understand their investments and accounts in clear, simple and concise terms.

I utilize an established process to help my clients identify, create and achieve their goals through comprehensive, uniquely-tailored financial strategies. I partner with my clients for life, knowing that their needs and goals may change. Once the strategies are implemented, I maintain regular contact with my clients. When outside professional cooperation is beneficial to my clients, I can collaborate with your CPA, attorney and other trusted professionals.

I graduated with honors from the University of Michigan, Ross School of Business in Ann Arbor with a concentration in finance. In addition, I received the CFP® and AAMS® professional designations. Both certifications involve intensive study, examination and commitment to codes of ethics, professional responsibility standards and continuing education.

With my branch office administrators, Danielle Meissner and Beth Booher, I am dedicated to doing what is best for my clients and serving them with loyalty, passion and care.

I am blessed to be able to incorporate my professional knowledge with my personal passion of living a life of service. I spend a fair amount of my personal time supporting community organizations including the Waterford & Clarkston Chamber of Commerce, Habitat for Humanity and the Wertz Warriors Special Olympics.

In addition to my financial advisor role, I am a limited partner and currently support our inclusion, equity and diversity initiatives on a state-wide level. I have previously held many other leadership roles within the firm.

I enjoy traveling, golf and spending time with my family, including my husband, Jeff, and our two dogs.

I look forward to meeting you and learning more about you and your family's financial goals.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Income Strategies
  • College Savings
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Personal Fitness
  • Soccer
  • Spending Time with Family
  • Traveling

Office Information

Office Address

7172 Gateway Park Dr Clarkston, MI 48346

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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