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Here to act in your best interests
Since 2002, clients have hired me to help them reach their financial goals. I work with clients to implement investment strategies, retirement income planning, and estate planning coordination. I am honored to serve so many wonderful people and grateful for their continued trust. When I’m not working, I enjoy time with my husband and son. Years ago I was a figure skater and coach. These days, I enjoy all the fun activities that come with being a parent.
Chartered Retirement Planning Counselor™
Bachelor of Arts, University of Michigan
Visit one of our Locations
Detroit I - Clinton Township
39425 Garfield Rd
Clinton Township, MI 48038
Detroit II - Northville
39775 Traditions Drive
Northville, MI 48168
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 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 insight as well as our client service associates who can provide you with additional resources and support.