picture of a planner

Here to act in your best interests

About me

Being a financial planner is more than a job to me – it’s my calling. I have a passion for continuous learning about personal finance and it’s deeply rewarding to help people live a less stressed and more financially balanced life. Away from the office, I enjoy singing, dancing and acting in local theater productions and vacationing with my family by visiting the many beautiful regions of our country.


Chartered Retirement Planning Counselor™


Bachelor of Musical Arts, Performance: Voice - University of Michigan

Master of Business Administration - Wayne State University

Visit one of our Locations

Grand Rapids

5510 Cascade Rd SE

Suite 280

Grand Rapids, MI 49546

Detroit V - Troy

201 West Big Beaver Road, The Columbia Center

Suite 950

Troy, MI 48084

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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