I joined Advanced Wealth Strategies in August 2022 as a Wealth Management Client Associate and have been in the financial industry for over 10 years. I pride myself on building loyal relationships while providing excellent services to my team and clients. I graduated with my Bachelor's Degree in Business Management from Western Michigan University and received my MBA with a concentration in Management from Eastern Michigan University.
As lead Wealth Management Client Associate, my responsibilities include servicing our top tier clients, managing Marketing for the firm, and handling daily operations of our office. My value in altruism shines when it comes to the well-being of my colleagues and clients.
Away from work, I love spending time with my husband, daughter, and 5 lb. Morkie – Mitts or as we call her, mini girl. We love traveling with family to Mexico and the family cottages on Lake Huron and Vineyard Lake. It is beautiful to share the love of these places with family and friends whenever possible. I also have a passion for health and wellness and lead by example, inspiring others to live healthy, fulfilling lives for not only themselves but their families too.