I enjoy getting to know my clients personally to help them prepare for and achieve their financial goals. I am passionate about partnering with them to develop clear investment strategies.

Born and raised in Grand Rapids, I graduated from Aquinas College with a degree in technical theatre. My five years of production experience taught me the importance of relating to people from all walks of life, the necessity of having a plan and problem-solving when life doesn’t go as planned.

I have always had an affinity for finance and helping people. I realized I could combine those into a career and found my passion. I take great satisfaction in my clients being confident in the decisions they make regarding their most important life events.

Whether you’re planning for retirement, saving for college or trying to protect the financial future of the ones you love, we develop specific strategies to help you achieve your goals. We monitor your progress to ensure you stay on track and determine if any adjustments are needed.

I am dedicated to providing you with personalized, exceptional service.

Focus areas

  • Divorce Finances
  • LGBT Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Pickleball
  • Art & Theater
  • Community Outreach
  • Active Lifestyle
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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