My clients feel like family, and I wake up every day, striving to fulfill my purpose of helping my clients live their best life. I left the healthcare field almost a decade ago because a colleague suddenly passed, leaving his family emotionally and financially devastated. Experiencing this hardship encouraged me to take my passion of helping people to the financial field and make sure this didn't
happen to anyone else I know. My extensive background in health and wealth has led me to partner with people that are either in the health and wellness space or are personally focused on becoming and staying financially fit. I love working with people that are hardworking, motivated and generally have a positive outlook on life. As a lifelong learner I enjoy keeping up to date on all financial topics which is why I have earned the CFP®, ChFC®, CEPA® and AAMS™ designations. The clients I serve today are located throughout the country and typically are:
- Small-to medium-size business owners
- Healthcare executives, physicians, PAs and nurses
- Professionals such as attorneys, CPAs and accountants
- High net-worth families with complex financial needs
- Serious long-term investors
I grew up in a small farming community in Michigan where I learned at an early age to work hard and save. In my spare time, I enjoy doing anything active, including HIIT classes, hiking, pickleball and road trips with my dogs. If you are looking for a financial advisor to partner with you throughout your life, I invite you to experience what our team has to offer and how we work together for you. Please contact us to discuss your strategy to become or stay financially fit. Member SIPC.
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