I am dedicated to supporting and educating our clients with a clear and unassuming style. Financial health begins with a conversation. A comfortable give and take of information is critical to establishing a workable plan that will ultimately get you to your goals. Life happens and an effective financial plan must be adaptive to changing circumstances.
Honesty / Tenacity / Kindness
I grew up in the theatre and spent most of my time as a child traveling with my family’s theatre company. My childhood was spent in vaudeville, so I was the nerd who didn’t know any current music. I collected songs from the 1920s, ’30s, and ’40s.
"We are what we repeatedly do. Excellence then is not an act, but a habit." – Aristotle
Practicing, Teaching, or Performing Middle Eastern Dance. I fell in love with dance as a child and have continued to grow through the art form. About 14 years ago, I found a thriving Belly Dance community in Grand Rapids, MI, and have been enjoying this diverse dance style ever since.
My degree is in Business and most of my career was spent in Marketing. 6 years ago, I career jumped. I completed my series 66, 7, Life & Health licensing to move into the Financial Services industry. I have found that this is where I belong. As with so many in my field, I love to help people. A day well spent is one in which I have made someone feel better about their future.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser 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.
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