Wealth Management Client Associate
I joined Advanced Wealth Strategies in August 2022 as a Wealth Management Client Associate and have been in the financial industry for 10 years. I pride myself on building loyal relationships while providing excellent services to my team and our 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.
My responsibilities include servicing our existing and prospective clients, ensuring the needed support to our CEO, Aleia MacDonald is handled, and that the daily operations of our office are in good standing. 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 family and morkie, Mitts. Aside from our daily walks, a few other favorite activities include traveling to Mexico, Fort Myers Beach and to our family cottage on Lake Huron. It is beautiful to share the love of these places with my daughter and husband. I also have a passion for health and wellness and lead by example; inspiring others to live healthy, fulfilling lives too.