About My Practice
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.
Bachelor of Business Administration, Western Michigan University
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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