Rochester Hills, Michigan 48307
As an empathetic listener and educator, I am passionate about providing transparent financial guidance that inspires clients to feel confident and in control throughout every stage of their individual life journey. Understanding that life-changing events often present challenges and unique questions, my financial guidance provides clarity to help them navigate difficult transitions.
My financial solutions are always tailored to client needs and objectives, considering not just money and investments but also their core values, aspirations, history, and concerns.
Having personally experienced the challenges of divorce, I understand how daunting life can feel during this difficult time. Finances are paramount and often top of mind for the majority of clients during this process and the thought of confronting their financial matters often creates paralyzing anxiety.
I have significant expertise in providing insight and financial guidance for clients experiencing divorce, widowhood, career changes and sudden wealth. My focus is to empower clients with the knowledge and support they need to feel self-assured in their financial decisions. Financial solutions are always always tailored to client needs and objectives, considering not just money and investments but also their core values, aspirations, history, and concerns.
I have over a decade of experience in the financial services industry, including several years of providing education, marketing support, and analysis to hundreds of financial advisors exploring comprehensive insurance solutions to meet the needs of their clients. These financial professionals appreciated my product expertise, sharp client needs-assessment aptitude and exceptional problem-solving abilities.
I am a member of Institute of Divorce Financial Analysts and former co-director for the Women’s Divorce Resource Center (WDRC) in Oakland County. As an Advisory Board member of the SheHive women’s leadership development program, I volunteer my time educating women facing life-changing events on financial matters. After earning an MBA from Walsh College, I continue to be active in the Walsh College community.
I am the #1 fan of my two sons. When I am not engaging in their sports and activities, I enjoy the challenges of doing home improvement projects and relax by spending time each day on meditation and personal reflection.
Walsh College, 2004
CDFA, Collaborative, Registered Investment Advisor, Series 66, Series 66, Insurance Licenses