As a Financial Advisor, I strive to build long-term relationships based on mutual trust and respect—it's truly the best part of the job. I help clients develop and implement strategies to build wealth and pursue meaningful goals. I enjoy breaking down options so people can make informed investment decisions for their family or business.

My focus is working with concentrated single stock positions. I help clients who’ve built wealth in one company explore innovative strategies to help meet their priorities and reduce risk—even if the best solution is to never sell, I can help preserve. This applies to both publicly traded and privately held companies, where I collaborate with top business specialists. I also have deep experience in business transitions.

Background and experience

I earned my bachelor’s degree from the University of Michigan in Ann Arbor and hold the Chartered Retirement Planning CounselorSM (CRPC®) designation. I began my career as a Financial Advisor with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007.

 
I recently began working closely with fellow Financial Advisor Scott Bylsma. This collaboration enhances client service and keeps me sharp on market, economic, and investment strategy trends.

Why

I genuinely enjoy being a financial advisor. I take pride in building solid plans and portfolios, and I’ve helped many clients navigate unfamiliar financial situations. I often work with those newly managing family finances due to divorce, inheritance, or caregiving responsibilities. My focus is on education, clarity, and thoughtful guidance. When needed, I leverage the deep expertise available across my team and Wells Fargo Advisors.

Away from the office

I enjoy golfing, gardening, and growing orchids—but most of my time is spent with my 8-year-old son, Adrian. My husband, Jerry, and I are loving life raising him.

I look forward to extending my services to you and your family. Together, we can explore financial strategies tailored to your unique situation.

CA Insurance License Number: 4383447. Resident State MI.