In 2012, I began my career in the financial industry. Having earned a B.B.A. in finance, I am part of the University of Michigan Alumni Association, where I also serve on the board of directors for the University of Michigan Alumni club. I hold the AAMS™ designation from the College for Financial Planning. In 2023, I became a limited partner at Edward Jones.

I not only help clients achieve their financial goals but have also held numerous leadership roles within Edward Jones. I hold a key leader position within my region and have been asked to mentor new financial advisors as well as be involved in onboarding and inclusion for the firm. I have also had the privilege of returning to headquarters in St. Louis, MO, and Tempe, AZ, to mentor financial advisors from across the country.

Finance has always been my passion, but when I am not working, I enjoy golfing and traveling. I have a Husky named Nyla who's the adventurous one and two Golden Labs named Buddy and Duke. Buddy was a rescue and enjoys playing fetch and Duke enjoys playing tug of war.

My Senior Branch Office Administrator is Janelle Will. On top of serving our clients, she also mentors new associates and continues to support our office in our firm leadership duties. Janelle has over 20 years of experience with the firm and is also a limited partner. She is an integral part of our process.

I believe one of the most important aspects of financial analysis is working with someone you're comfortable with. I am committed to creating and upholding strong lifelong relationships. I believe it’s important to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. When applicable, I collaborate with my clients' CPAs, attorneys and other trusted professionals to develop tailored financial strategies.

We are proud to work with a diverse group of clients across Michigan and across the United States, working together in a variety of different formats based on convenience for our clients. Whether you're planning for retirement or concerned with creating, protecting or transferring wealth, we can work together to develop specific strategies to help you achieve your goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Employee Stock Options
  • Estate & Legacy Strategies

Office Information

Office Hours

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

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