With 26 years of experience as a Financial Advisor, I am deeply committed to making a meaningful impact on the lives of my clients. I believe financial success is about more than just numbers—it’s about helping people gain confidence in their future. By providing thoughtful guidance, strategic planning, and personalized solutions, I help empower my clients to achieve their financial aspirations with clarity and confidence.

I began my career at Morgan Stanley before joining Wells Fargo Advisors in 2011. Throughout the years, I have navigated clients through dynamic market conditions, always striving to deliver insightful, objective, and timely financial advice. My approach is rooted in trust, integrity, and an unwavering dedication to each client’s unique financial journey. My areas of expertise include investment planning, income strategies, and liability management, all tailored to help clients build a strong and secure financial future.

Residing in beautiful Traverse City, MI, I cherish time spent with my husband, Steve, and our Golden Retrievers. Outside of the office, I am an active member of the Grand Traverse Yacht Club and enjoy traveling, boating, kayaking, biking, and stand-up paddleboarding. I also have a passion for learning and am currently studying Italian.

My goal is to help individuals and couples experience the power of choice. Through thoughtful financial guidance and education, I help clients better understand their options, make informed decisions, and pursue the lives they envision for themselves, their families, and their communities.

I joined Wells Fargo Advisors in 2018, bringing a diverse background in the nonprofit sector, where I held roles in advocacy, development, and project management. I have led teams in management positions across both nonprofit and for-profit sectors. That background shaped my collaborative approach and my commitment to listening carefully, communicating clearly, and helping clients connect their financial decisions to what matters most in their lives.

I work with individuals, families, and business owners on investment management, retirement planning, business exits, liability management, tax-efficient wealth transfers, and philanthropy. I also help clients explore charitable giving strategies, including donor-advised funds, and provide guidance to those interested in sustainable and Environmental, Social, and Governance investing. Wells Fargo Advisors does not provide legal or tax advice.

Outside work, I enjoy time outdoors with my husband, our twins, and our family dog. I am an avid gardener, and my family and I spend summer weekends at our cottage on Lake Michigan. I also enjoy volunteering at my children’s school and supporting our local community. We feel fortunate to call Traverse City home.

As a client service professional, my purpose is to provide personalized, attentive, and proactive support to ensure our clients’ administrative needs are met with care and efficiency. With a long-standing career in customer service—spanning restaurants, retail, and financial services—I have always found fulfillment in helping others and building meaningful, long-term relationships.

Since joining Wells Fargo Advisors in 2019 as a Client Associate, I have been committed to delivering a seamless and high-quality experience in every client interaction. Working alongside a team that shares my passion for service, I strive to anticipate client needs and provide timely, thoughtful solutions that make their lives easier. My goal is to create a relationship-driven experience where clients feel valued, heard, and supported.

Outside the office, my greatest joy comes from spending time with my husband and our four children. We love exploring all that Northern Michigan has to offer—from hiking and putt-putt golf to discovering new restaurants—when we’re not making memories together at our pool.