Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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BBA - Business Administration and Management with Concentration in Human Resources Skills and Knowledge - Davenport University - Grand Rapids, MI, 2016
17+ Years' Experience in Finance Industry
BBA - Human Resources - Western Michigan University - Kalamazoo, MI, 2001
10+ Years' of Experience in Finance Industry
Licensed in Series 7, 63, and 65
CRPC (Chartered Retirement Planning Counselor)
20+ Years' of Experience in Finance Industry
Licensed in Series 6, 63 and LAH
BBA - Finance - Western Michigan University - Haworth College of Business - Kalamazoo, MI, 2018
8+ Years' Experience in Finance Industry
Team Lead
4 + years experience in the Customer Service Industry
Licensed in Series 7, 63, 65, 66 and LAH Insurance
BBA - Financial Planning - Western Michigan University - Haworth College of Business - Kalamazoo, MI, 2024
Licensed in Series 7, 63, 65, 66 and Life, Accident & Health or Sickness Insurance License
BA - Sociology - University of California Santa Barbara (UCSB) - Santa Barbara, CA, 2023
3+ Years' Experience in Customer Service and Finance Industry
BAA - Personal Financial Planning Major, General Business Minor, Gender Women Studies Minor - Western Michigan University - Kalamazoo, MI, 2023
12+ Years’ Experience in Customer Service and Finance Industry
Series 7
3+ Years Experience in Customer Service and Finance Industry
BBA - Finance - Lawrence Technological University
BBA - Financial Planning, Wealth Management, and Supply Chain Management - Michigan State University - Eli Broad College of Business
25+ Years' Experience in Finance Industry - Banking, Lending, Sales, Relationship Management, and Underwriting
BA
Sociology - Hope College - Holland, MI
Anthropology - Western Michigan University - Kalamazoo, MI
BA - Communications - Western Michigan University - Kalamazoo, MI, 2003
10+ Years' Experience in Finance Industry
B.B.A – Finance Major, Advertising and Public Relations Minor – Grand Valley State University – Allendale, MI, 2023
MBA Marketing and Entrepreneurship Majors - Graduated in 2016
BBA - Digital Marketing and Ecommerce - Western Michigan University - Haworth College of Business - Kalamazoo, MI, 2024
BBA - Marketing - Spring Arbor University - Spring Arbor, MI, 2024
BA - Biology and Neuroscience - Lake Forest College
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