As a graduate of Grand Valley State University with a Bachelor’s degree in Finance, I look forward to partnering with my clients to help them achieve their financial goals.
My financial expertise and coaching helps clients to navigate some of life’s frequent financial questions including how to manage tax efficiencies in regards to investing, purchase a home, prepare for retirement, or remove debt in the most efficient way possible.
My commitment to each client is to be devoted to finding the best financial routes available and then navigating that path with them.
On a personal note, I am someone who cherishes quality time with people, whether meeting one on one over a meal, or being active in a group setting. I keep physically and intellectually active by surrounding myself with people that strive to improve every day. Not to mention that any chance I get, I will be outside in Michigan’s beautiful weather!
If you have any questions, don’t hesitate to reach out; I would love to meet with you!