I work with individuals and their families to provide comprehensive financial services that ease any burden of administering their wealth. My expertise is estate settlement and ongoing trust administration, as well as nontraditional assets.
During estate settlement, I help families through the process, ensuring their loved one’s wishes are fulfilled in accordance with their estate planning documents. There’s no greater honor than being entrusted to carry out someone’s final wishes. What attracted me most to this career was being able to guide and assist families during an often hard and emotional time. I enjoy the new adventures and challenges that arise as no two clients, families, or trusts are the same.
I received my B.S. in business administration with a major in finance from Central Michigan University.
Outside of work, I enjoy spending time with family and friends, cooking and baking, reading, camping, cycling, and traveling.
