I bring more than 25 years to our working partnership as a business professional. I have a passion for serving business owners, pre-retirees and individual investors, helping them to build wealth and protect their hard-earned assets.

When we work together, most of what I do is listening to ensure that I understand what is important to you. I truly believe mutual respect and communication is key to a good relationship. I will partner with you, as well as your tax and legal professional, to deliver a comprehensive strategy that leverages everyone's expertise. Myself and our branch team will use our firm's established process and personalize it to your unique needs.

Growing up, my parents set a good example of hard work. My dad worked for 32 years at General Motors and was able to enjoy his retirement in northern Michigan alongside my mom. I love to assist in success stories like these, and I know my clients have worked hard to get where they are today. I honor that in every interaction, because I am a business owner and working mother too. I worked my way through college, earning a Bachelor of Science degree in business administration in 2001, and earned my financial practice licensing while working and taking care of my family.

My husband, Michael, and I are proud Michiganders and spend much of our spare time at my husband's family cottage on Lake Bellaire. We have been married since 2000 and live in Grand Blanc with our three sons, Aidan, Noah and Liam.

My family and I enjoy connecting with others in our local community. I have served as financial director for our church council, vice president board of directors for the Davison Chamber of Commerce, race director of the Color Me Davison 5k Fun Run, and as a marketing communication manager for the Clio Family Fitness Expo and Healthy Community Initiative. I have learned so much from these experiences, and they helped make me who I am today.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

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 By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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