Ann Arbor, Michigan 48108
I have been a financial advisor for 28 years. During this time, I have been able to help clients achieve financial independence, flexibility & control by guiding them through the financial planning process. My career is rewarding, I have been able to help people I care about retire, put children through college, & achieve financial success. Over the course of 28 years, I have also provided guidance to clients during times of crisis: Job changes, lay offs, divorce, health issues, and death. At the age of 40, I experienced my own crisis when I lost my husband to cancer & suddenly became single parent. These experiences have helped me become a better listener, and thus a better financial advisor. Having been through my own crisis, I have a clear understanding of what it takes to help someone in the middle of one. I hope to use my training and personal experiences to create better outcomes for for everyone I work with.
I live and work in Ann Arbor, have three athletic children, a dog, love to read and cook fabulous vegetarian meals.
Professional ActivitiesInstitute for Divorce Financial Analyst member, Collaborative Practice Institute of Michigan member, International Academy of Collaborative Professionals member.
Northern Michigan University, 1993
Chartered Financial Consultant ChFC
Certified Divorce Financial Analyst CDFA
Behavorial Financial Advisor BFA