Experience
As a partner with Plante Moran Financial Advisors, I help individuals and families define their financial goals and create practical strategies to achieve them. Since 2010, I've worked with clients to develop personalized wealth management strategies that integrate financial planning, investment consulting, retirement planning, and estate and tax considerations.
Whether my clients are planning for retirement, saving for a child's education, preparing for a major purchase, navigating a career transition, or simply seeking greater confidence in their financial future, I'm passionate about helping them identify what matters most, develop a plan, and stay on track toward their goals. There is nothing more rewarding than helping clients make meaningful progress and achieve the outcomes they've worked so hard for.
Many of my clients are balancing competing priorities while building wealth or transitioning into retirement. I help them make informed decisions about saving, investing, spending, and retirement income so they can focus less on financial uncertainty and more on enjoying the opportunities ahead. My clients appreciate having a trusted advisor who can help simplify complex financial decisions and provide perspective during changing market and economic environments.
One of the most rewarding aspects of my work is building meaningful, long-term relationships with my clients and their families. I believe successful financial planning begins with understanding each client's unique goals, values, and priorities. I also enjoy helping clients navigate complex topics, including Social Security and retirement income planning, so they can make informed decisions with confidence.
I am a Certified Financial Planner™ professional and a member of the CFP Board and the Investments & Wealth Institute. I also serve as vice president of the board for Ivywood Classical Academy. I earned a Bachelor of Arts in Economics and Spanish from the University of Michigan.
Outside of work, I enjoy spending time with my husband, daughter, and son. When I'm not with family and friends, you'll often find me reading, gardening, cooking, or playing pickleball.
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.