I was born and raised in the Upper Peninsula and moved to the Mid-Michigan area in 2006 to work for Edward Jones. I was an educator after I graduated from the University of Michigan for a few years and I still love to teach and assist families with their financial situations.

I've been married to my best friend for the past 40 years and we have been blessed with two happily married daughters. One daughter lives in Alpena with a newborn son and 3-year-old daughter and the other daughter lives right here in Gladwin with her family, which includes seven grandchildren; one daughter, one dog and five cats.

I am very active in the Community of Beaverton and Gladwin. I currently serve on the Gladwin County Community Foundation board, with the Gladwin Business and Professionals Association and serve as the Secretary for the Gladwin County Rotary Club as well. This past year, I was instrumental in having a Rotary Splash Park constructed in Ross Lake Park, Beaverton on behalf of all residents of Gladwin County.

Since the time I left teaching, I have worked with small business owners throughout Michigan as I have an affinity for being a part of their success as they serve their constituents, clients and employees. I truly love introducing the world of investing to a novice, especially if we can get them started early. I not only help them develop a long-term financial goal but introduce them to the steps and tools necessary to help make their goals a reality. I love the opportunity to become part of someone's TEAM.

Focus areas

  • Business Retirement Plans
  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Home Improvement
  • Spending Time with Family
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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