I joined the Advanced Wealth Strategies team in May 2023 while pursuing a bachelor’s degree in Personal Financial Planning with a minor in Management at Central Michigan University’s College of Business. As a Junior Analyst Assistant, my primary responsibilities include client meeting preparation and coordination, investment research, and financial planning assistance.
Outside of work, I cherish spending quality time with my friends and family. One of my biggest passions is traveling, and I'm on a mission to visit all 50 states—slowly but surely checking off items from my bucket list! As fall rolls around, you'll find me embracing the season by exploring haunted houses, savoring the flavors of cider mills, and wandering through picturesque pumpkin patches. When the sunny days of summer arrive, I make the most of them at the beach, attending outdoor concerts, or enjoying leisurely walks with my two dogs.