I specialize in providing objective advice on investments, estate planning, and wealth transfer techniques for individuals and families. I have experience working with clients through liquidity events as well as working with multiple generations of families to develop and implement coordinated strategies for wealth transfer, charitable gifting, and ongoing financial management.
In the more than 10 years I’ve been with the firm, I’ve enjoyed bringing new clients into our practice and helping them navigate significant life events — both financial and personal. I also enjoy mentoring and coaching the next generation of advisors.
I have a B.B.A. in finance from Michigan State University’s Honors College as well as an M.B.A. from the Ross School of Business at the University of Michigan.
When I’m not spending time with clients, I’m with my husband, Tom, our daughter, Vivienne, and our German Shepherd, Doppler. We like to travel and enjoy being outside as much as possible. I’m not much of a golfer, but I enjoy getting out on the course!
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.