From a very young age I have had a love for saving and watching my money grow. I remember sitting in the bank when I was about 9 or 10, talking to the banker about interest rates and how much money I would earn until I needed it to purchase a car when I turned Sweet 16. At that point I knew I wanted to work in a bank or be in a financial role. Then my dad introduced my sister and myself to mutual funds and I knew I wanted to help individuals grow their money and help them achieve their financial goals. I started my career at the bank and moved to the investment side and loved it. I have had my investment licenses for over 20 years and love building relationships with my clients and helping them achieve their retirement goals.
With over 25 years experience working with clients, I have found that each are unique. I really appreciate the time I get to spend with them uncovering their retirement goals and dreams. Many of my clients appreciate the time that I take to educate them. Some individuals want to be educated on the strategies and investments we will be using, which in turn helps them feel more comfortable when making decisions. I also find that some may be more aware on how investments work, therefore we work together and focus on our strategies. I then monitor their portfolio, adjust it when necessary, keep them informed and we navigate it together.
I graduated cum laude from Northwood University with a bachelor’s degree in business management. I also hold my Life, Accident and Health Insurance License's, FINRA 7, 63 and 66 registrations. I love boating, the ocean and bike riding. I love spending time with my nieces and nephews, who also love spending time with their favorite aunt. I am an active member of the community, including past-president of The Romeo Area Kiwanis and Lt. Governor of Kiwanis of MI. I was also named the 2021 Romeo Community Schools Literacy Ambassador.
At Edward Jones, we provide highly personalized service. All aspects of my business are aligned to help me better understand and meet your unique goals and needs. Relationships are key to me and meeting face to face builds strong relationships. We meet when it’s convenient for you because I recognize the needs of your business and personal life. I so look forward to getting to know you better.
