I specialize in ongoing trust administration, pre-estate settlements, and estate settlement as well as private foundations. I enjoy working with individuals and families to ensure their wishes will be fulfilled upon their passing.
I was attracted to this career because I enjoy helping clients plan for their current financial needs and providing a peace of mind for their loved ones in the future. In nearly 10 years of this work, I enjoy that every day is an adventure in the trust world, as no two clients, families, or trusts are the same. My clients appreciate that I’m approachable and relatable. They enjoy our conversations and my genuine care and concern for them and their families.
I serve as an office champion for Plante Moran’s Women in Leadership (WIL) initiative to attract, retain, develop, and advance women into leadership positions within the firm. I also serve as co-chair of our WIL Talks steering committee and lead our WIL Talks virtual sessions that include an opportunity to hear guest panelists share their own perspectives on relevant topics and participate in small group breakout sessions.
I’m involved with the Alzheimer’s Association Michigan Chapter, where I’ve served on the planning committee for the Chocolate Jubilee Gala. I earned my B.A. in accounting from Michigan State University, and M.B.A. and M.S. in finance from Walsh College.
When I’m not helping clients, I enjoy traveling, live music, cooking, golfing, and reading.
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.