High-net-worth individuals and families turn to my advice and customized, comprehensive wealth planning strategies. My nearly 12 years of experience includes investment consulting, personal financial planning, and estate and income tax planning.
My clients appreciate that I can coach them through uncertain economic and market environments to allow them to reach their financial goals and objectives. A working partnership starts with a good relationship. After all, that’s what attracted me to this profession — the ability to build personal, meaningful relationships with all my clients. I’ve also taught staff and clients the ins and outs of the complex Social Security system.
I belong to the Certified Financial Planner Board of Standards and the Investments and Wealth Institute. I’m the board vice president of Ivywood Classical Academy. I received a B.A. in economics and Spanish from the University of Michigan.
Outside of work, I love spending time with family and friends, especially my husband and young daughter and son.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
