Understanding the importance of financial communication and transparency within the family unit is what originally led me down the path of financial planning. I believe that when everyone feels comfortable asking questions and can obtain a clear understanding, families and individuals have the opportunity to thrive both personally and financially.
Gratitude | Authenticity | Generosity
As a child, I maintained a vast collection of rocks. Although many of my rocks were nothing special to look at, each one reminded me of a story, person or moment in my life. I must admit that this collection has transcended time into my adult life. I love walking the shores of Lake Michigan hunting for unique stones to add to my collection. Petoskey stones are one of my favorite stones to search for on the beaches near my home.
“Acknowledging the good that you already have in your life is the foundation for all abundance” – Eckhart Tolle
Spending time at the beach with a good book or checking out a local brewery or winery with my husband.
I graduated from Saginaw Valley State University with a degree in Accounting and later continued on to the College of William and Mary to study Auditing. My attention to detail but love for interacting with clients led me down the path of Financial Planning. I have spent 6 years in the industry, with time at both Edward Jones and M.J. Smith and Associates. During my time in the industry, I have earned my Certified Financial Planner® and Certified Public Accountant designations.
While maintaining a close professional and personal relationship with Alexa Kane, I was introduced to Melissa Joy and Pearl Planning. Melissa’s leadership in the industry and knowledge of financial planning is second to none. I am so excited to join Melissa and her incredible team at Pearl Planning.
When I’m not working, I love to check out restaurants and wineries in the area with family and friends. As new homeowners in Northern Michigan, my husband Jeff and I also fill many weekends with home renovation projects.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.