My passion for investing started in high school with a simple assignment. I was to follow one stock for the school year and track my results. I was hooked. Still, it wasn’t until the summer of 1999 when I moved back to the mitten state that I started my career with Edward Jones. In the two decades that followed, partnering with clients to help them achieve their long-term goals resulted in a thriving practice and an invitation to become a limited partner with Edward Jones.
In 2006, I earned the CFP® Certification - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
In addition, I hold series 7 and 63 registrations, insurance and variable contract licenses and I am registered in multiple states.
OUR TEAM AND WHO WE SERVE
Other important team members are senior branch office administrator Carle Van Strien and branch office administrator Christy Glisson.
We love working through client strategies that involve other trusted advisors such as CPAs, attorneys, insurance agents and health insurance professionals.
We are best suited to serve successful executives, legal and medical professionals, and their families. We use a proven process that helps us focus on what matters most to our clients.
I love to travel. I was born and raised in Michigan but have traveled the world, visiting 26 countries thus far. I am a divorced mother to two older boys, Zachary and Ethan, who bring me joy and happen to be my favorite traveling and snowboarding partners.
If you'd like to have a conversation about what's important to you, contact me today.
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Charitable Giving
My Personal Interests
- Wine Collecting/Enthusiast
- Art & Theater
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