With 25 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 Retriever. 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.

Insurance licensed in the following states: CA (Lic. #4400324) Resident State: MI

As a Financial Advisor, my goal is to help individuals and couples experience the power of choice. Through sound money management and financial education, I believe people can gain greater financial freedom, enhance their quality of life, and make informed decisions 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 also led teams in management positions across both nonprofit and for-profit sectors.

Beyond investment planning, I work with individuals, families, and business owners on a range of financial strategies, including retirement planning, liability management, tax-efficient wealth transfer, and philanthropy. I help clients incorporate tax-smart giving strategies—such as donor-advised funds—to maximize their charitable impact while optimizing financial benefits. For those who seek to align their investments with their values, I am knowledgeable about sustainable and Environmental, Social, and Governance (ESG) investing. Wells Fargo Advisors does not provide legal or tax advice.

Outside of work, I enjoy spending time outdoors with my husband, our twins, and our family dog. As an avid gardener, I find joy in nurturing both plants and investment plans. My family and I love spending summer weekends at our cottage on Lake Michigan and exploring Northern Michigan’s hiking trails year-round. I also enjoy volunteering at my children’s school, staying involved in their education and supporting our local community. We feel fortunate to call Traverse City home.

Insurance licensed in the following states: CA (Lic. # 4400500) Resident State: MI

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.