My passion for investing and finance started in my early twenties. My husband and I had just started a family and wanted to plan for the future. There was a friend of ours who had retired well, and we asked to sit down with him to discuss how to build wealth. That is where it all began as he explained the value of quality investing and creating strategies to have your money work for you.
Several years later, I began a career at Edward Jones and can't imagine doing anything else. As your financial advisor, I believe it’s important to understand your financial goals and the level of risk you’re comfortable accepting when investing in order to balance it with the steps necessary to help you reach your long-term goals.
I also believe that it is important to be continually learning and developing my personal knowledge in more advanced wealth strategies. In 2019, I completed the Accredited Asset Management Specialist™ (AAMS®) designation.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. This allows me to more fully address the specific needs of high-net-worth clients.
My team includes two outstanding branch office administrators, Khara Curtiss and Baiba Green. Khara and Baiba are dedicated to providing the highest level of personalized service in our industry. I use an established process to organize your finances, document your goals and develop a strategy to reach them in the most tax efficient way.
On a personal note, my husband, Tracey, and I recently moved to Gaylord from Charlevoix. We have five grown children and are blessed with three grandchildren. We own an active beef/crop farm in Charlevoix that our son manages. In our spare time, we enjoy being in the great outdoors, spending time with family and friends and giving back to others and the community.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Spending Time with Family
Office Address513 Chestnut Court
Gaylord, MI 49735
Mailing AddressP O Box 999
Gaylord, MI 49734
Phone NumberTabatha Simpson at (989) 732-7591
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More