As a partner with Plante Moran Financial Advisors, I help clients define and achieve their financial goals. I specialize in providing comprehensive, holistic financial planning and investment advisory services to emerging affluent and affluent individuals, families, and business owners. My expertise includes financial goal setting, risk management, debt reduction strategies, and investment policy creation and implementation.
Whether my clients are planning for retirement, their children's education, travel, or a combination, I’m passionate about helping them set their goals, track progress, and finally, achieve those goals. To me, there is nothing more rewarding than that. Most of my clients are either in the accumulation phase of their lives or in retirement. I try to help them determine what they can afford to spend and where best to take funds from during their retirement years.
My clients appreciate that I develop close personal and professional relationships with them. I sincerely care about them and enjoy discussing who and what they love in their lives. I believe that knowing my clients this deeply helps me work with them to accomplish their goals. It’s this mindset that has fueled my desire to help create PMFA’s Core financial planning practice — one of my greatest professional accomplishments. We continue to grow because we give independent and objective advice — and we personally follow the same advice we give to our clients.
I received my B.S. in finance and accounting from WMU.
I spend most of my free time these days with my husband, Dave, and our three young kids. We love to be outside and really enjoy beach trips. I also enjoy reading, spending time with my friends, and hiking in the mountains.