Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • Series 7
  • Series 66
  • Life, Accident, Health

Awards & recognition

  • Integrated Financial Solutions Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Integrated Financial Solutions Group, Ameriprise Client Experience Award, 2023

Community participation

I am a member of Connect Macomb, Macomb County’s leading business organization focusing on community engagement and professional growth.

  • Forgotten Harvest
  • Make A Wish