There is no greater honor than being someone’s partner and advocate towards their goals. I have the incredible opportunity to work with hundreds of individuals and families who are looking to turn their dreams into reality. I truly believe that with the proper plan in place, you can and will make your dreams come true.
I started my career in finance around 20 years ago and never looked back, there is nothing I would rather do in my life – until I personally retire of course! I am a CERTIFIED FINANCIAL PLANNER™* and have dedicated my life towards helping as many people as possible with financial goals such as retirement planning, business planning, educational planning, and wealth management.
I love my community too! I am active in both the Livingston and Washtenaw County communities professionally and philanthropically. Rotary is a big passion of mine and I am a member of the Rotary Club of Ann Arbor and am the Lead Assistant Governor for Rotary’s District 6380. My passions are primarily geared towards youth and ending hunger. I enjoy volunteering with Reaching Higher, Community Food Banks, and other programs that align with my hope to make a difference in the future leaders of our world!
My husband and our son Makai live in Ann Arbor. We love boating, traveling, golfing, and spending as much time as we can together as a family.