Vice President - Investment Officer
My desire as a Financial Advisor is to make a difference in the lives of the clients I serve. There is truly no greater feeling than when my advice and guidance allows my clients to realize their goals and dreams. This happens through collaboration, trust and tailored recommendations that are always in the best interests of my clients.
I joined Wells Fargo Advisors in 2011 from Morgan Stanley, where I started my career more than 22 years ago. From the beginning, my goal has been to provide objective and timely financial advice, delivered with the highest level of personal service and professional integrity. My extensive experience, throughout major shifts in the markets, enables me to help my clients structure their portfolios to address their specific financial goals. My areas of focus include investment planning, income strategies and liability management.
I feel blessed to live in Traverse City, MI with my husband Steve, and our two Golden Retrievers. I am an active member of the Grand Traverse Yacht Club, and away from the office, enjoy traveling, boating, kayaking, biking and stand-up paddle boarding. I am also learning to speak Italian.
My inspiration as a Financial Consultant comes from the moments when a client realizes that their goals are truly within reach: The day she receives her last paycheck, confident that she can enjoy retirement; helping remove the financial worries when he loses a loved one; allowing parents the peace of knowing that their financial assets will be available to their children in the future; guiding a young person through their financial decisions so that they can picture their long-term goals and how to achieve them.
I joined Wells Fargo Advisors over 10 years ago - prior to the move I was an Executive at Hagerty Insurance where I helped Hagerty grow from a small, startup agency into a vibrant international organization.
As a Financial Consultant I revel in helping clients solve problems and make all the different pieces of their financial puzzle fit together. I believe my expertise and training as a CERTIFIED FINANCIAL PLANNER™ professional enhances my ability to assist clients with investment analysis and planning. I specialize in helping my clients plan for and transition to retirement and the years beyond. It is also important to me to help my clients preserve and transfer their assets in the most efficient way possible.
Away from the office, I am fortunate to be able to enjoy hiking in our beautiful area, playing the piano and duplicate bridge, skiing and traveling. My husband Jim and I have four children, and two grandchildren that we love spending time with.
My desire as a Financial Advisor is to help individuals and couples experience the power of choice. I believe through sound money management and financial education, people can gain choices that can enhance their quality of life and empower them to make better decisions for themselves, their families, and their communities.
I joined Wells Fargo Advisors in 2018. My background includes work in the non-profit sector with roles in advocacy, development, and project management. I have also lead teams in various management positions in both the non-profit and for-profit sectors.
In addition to investment planning, I help individuals, families, and business owners with a variety of other financial issues, such as retirement planning, liability management, and wealth transfer strategies. I work with my clients to help them pursue the specific financial goals and objectives that are important to them. For my clients that want to make a positive impact with their investments, I am knowledgeable about sustainable and Environmental Social and Governance investing.
When I am not working, I like to be outdoors with my husband, our twins, and our family dog. I am also an avid gardener. We love spending our summer weekends at our family cottage on Lake Michigan. My husband and I are experienced hikers and enjoy the beauty of Northern Michigan through all seasons by exploring our regional hiking trails. We consider ourselves lucky to live in Traverse City.
My purpose as a client service professional is to provide personalized and caring support for all of our clients’ administrative needs. I have had a long career in customer service from restaurants to retail, and helping people has always been something I truly enjoy. I care about people and appreciate building long term relationships.
I joined Wells Fargo Advisors in 2019 as a Client Associate. Working with a team who loves to help people as much as I do is very important. My role on the team is to understand our clients’ needs, and to respond to those needs in a timely and efficient manner. My goal is to provide a consistent quality experience with every interaction.
Away from the office, my husband and four children are my biggest priority. We like to spend time enjoying Northern Michigan and all it has to offer including, hiking, putt-putt golf and trying new restaurants when we are not enjoying family time in our pool.