
Experience
As a wealth management partner, I serve individuals and families and help them build and manage a comprehensive plan that incorporates all aspects of their financial life. Each phase of life has its own financial goals and objectives and I help clients plan and navigate between them. I love getting to walk beside my clients in all seasons of life and helping them feel confident as they embrace their next steps.
This profession is really about relationships — with colleagues as well as clients. The reason I was attracted to this field was the ability to work with people in a very personal capacity at a firm that has the client's best interests at heart. I truly love and appreciate the relationships I’ve developed with my clients. In my time with Plante Moran, I’ve also enjoyed helping staff build their own careers. Being able to grow and shape our team has been a wonderful journey and accomplishment.
I earned my B.A. in finance from Michigan State University. From 2019 to 2021 I served on the board of directors for Grace’s Table.
Outside the office, I enjoy spending time with my husband, Dave, and our three kids, Gavin, Genevieve, and Gwen. Cooking and hosting for family and friends is one of my love languages. Traveling, especially internationally, is a passion of mine and we’re excited to share it with our kids. They all attend a Spanish-immersion school and are fluent in Spanish.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.