Wealth Management Analyst
I joined the Advanced Wealth Strategies Family in November of 2020 while completing my Bachelor’s Degree at Michigan State University’s Broad College of Business with a major in Finance and a minor in Insurance and Risk Management. As Wealth Management Analyst, my responsibilities include meeting preparation, new client onboarding, scheduling, and assisting in financial plans. I have been an aspiring Financial Advisor for as long as I can remember, wanting to follow in my dad’s footsteps to make a difference in so many people’s lives. I have a passion for what I do and truly enjoy doing it.
I am a sister, a twin, an aunt, and a dog mom. I grew up being the youngest of 7! If I’m not at work, you can most definitely find me with my family. I love to travel, but my favorite destination is Northern Michigan. My favorite way to spend the summer is at the lake, and during the winter you can find me hitting the slopes.