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 they understand their investments and accounts in clear, simple and concise terms.

I enjoy developing long-term relationships with my clients centered around what is most important to them, working together to create and prioritize their goals while showing them the tradeoffs.

I have earned the CFP®, ChFC®, ABFP™ and AAMS™ certifications and designations, equipping me to assist with complex client needs as well as collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.

When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Organizing your personal finances to help create simplicity
• Developing a strategic roadmap to show you if you are on or off track with your goals
• Identifying and mitigating risks to your strategy including a focus on behavioral finance strategy

We are often introduced to individuals as they approach retirement, change careers, sell a significant asset or receive an inheritance. I am proud to serve a diverse group of clients across multiple states.

I graduated with honors from the University of Michigan, Ross School of Business in Ann Arbor with a concentration in finance.

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. I currently serve on the board of directors for a 501C3 nonprofit, On A Dragonfly's Wings.

In addition to my financial advisor role, I am a limited partner. I have previously held many other leadership roles within the firm including training, recruiting and supporting diversity initiatives on a state-wide level.

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
  • Soccer
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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