Why Use This Tool?

I help clients obtain peace of mind related to their financial lives, by providing comprehensive financial planning and investment management.

No two people/family have the same goals, therefore they cannot have the same plans.  Through getting you know you and your family and understanding all of your goals, we (you and I) develop a plan to help you achieve your goals.

Many times I get new clients that know what their goals are, and either don't have a "big picture" plan in place or do not know whether their current plan is sufficient to meet their goals.  I can provide guidance in both situations.

My goal for every client is to help them achieve financial well-being, so that they can rest well at night knowing that they have a well designed plan in place and a personal advocate monitoring all aspects of the plan so they do not need to.

I have been serv­ing high net worth clients since obtain­ing a bachelor’s degree in finance with a focus on per­sonal finan­cial plan­ning. Prior to earn­ing my Cer­ti­fied Finan­cial Plan­ner® cer­ti­fi­ca­tion I sup­ported the advi­sors at Tisch Invest­ment Advi­sory by prepar­ing finan­cial plans and rebal­anc­ing client port­fo­lios. As a finan­cial plan­ner at Plante Moran Finan­cial Advi­sors, I listened to clients needs and  built holis­tic per­sonal rela­tion­ships with my clients, pro­vid­ing advice related to their invest­ment port­fo­lio, estate plan, income tax sit­u­a­tion and other per­sonal finan­cial needs. 

Edu­ca­tion

Bach­e­lor of Busi­ness Admin­is­tra­tion, West­ern Michi­gan University