Experience
I specialize in advising ultra-high-net-worth individuals and families across generations by creating and implementing holistic financial plans tailored to their specific goals. I’m known for my detail-oriented nature and approachability.
I was drawn to this career by a desire to educate and empower others, ensuring they feel confident and secure in their financial plans.
I’m a member of the Certified Financial Planner Board of Standards and the Detroit Economic Club. I earned my B.A. in finance from Michigan State University.
Outside of work, I enjoy trying new restaurants, spending time with family and friends, and taking road trips with my dogs.
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.