I provide comprehensive financial planning and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, many of whom are current or retired business owners. My role is to serve as a personal CFO by providing strategies to optimize their personal wealth through investment advice, estate planning, personal tax planning, charitable giving, and education savings.
The most rewarding part of my career is serving those with very complex matters and making life simpler for my clients. Often, we’re the first call when clients have a financial or personal issue. The deep entrenchment and relationships I have built over the years have greatly motivated me in my career.
I earned my B.A. in finance and economics with a minor in mathematics from Grand Valley State University.
At home, I spend a lot with my family. My husband and I try to keep our chaotic house under control with our young son, Theodore, and our rambunctious dog, Dow Jones. My favorite hobbies are watching football, cooking, and Broadway musicals!
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
