Since 1997, I’ve helped individuals and families from a variety of backgrounds navigate complex financial situations and decisions. Beyond helping work towards securing futures, I enjoy getting to know each of my clients individually, creating personalized solutions to pursue the family’s goals and overcome any challenges so they can live their life with less stress and worry about their financial future.
As a comprehensive financial planner, I look at every aspect of your financial picture — both personal and professional — to guide you in the right direction and deliver recommendations that offer potential long-term value and benefits.
My CERTIFIED FINANCIAL PLANNER™ designation have provided me with in-depth training and insight that I hope to pass on to all of my clients. More than a job, my practice enables me to make a genuine difference in people’s lives, bridging the gap between industry knowledge and personal experience to create a financial plan that grows and evolves as your life does.
Born and raised in Grand Rapids, Michigan (where I currently reside), I obtained my bachelor’s degree in business administration from Central Michigan University.