Growing up my family owned both residential and commercial real estate businesses where I witnessed first-hand how empathy and hard work are what truly make a business successful.
It was instilled in me at a young age that these two values are what leads to building long lasting professional relationships that often flourish into friendships. I saw how big of an impact putting in extra hours and making an effort to understand each person’s unique life circumstances can make. I truly believe going the extra mile, even if it’s not the most convenient route, can often lead to achieving goals that may have seemed like a challenge at one time. I look forward to new experiences ahead and working together to achieve your personal goals.
Sincerity, Ambition, Courage
As a child I began a snow globe collection due to my mother’s tradition of giving one as a gift every Christmas. It’s one of my favorite childhood collections because each one brings back a unique memory and I still treasure them all today.
Exploring some of the local restaurants/shops in downtown Ann Arbor
“If you want something you’ve never had, you must be willing to do something you’ve never done.”
My senior year of high school I ranked 7th in the state of Michigan in Division 2 Tennis
I recently graduated from Michigan State University in May of 2020 with a degree in Finance from the Broad College of Business. In my time at MSU I was enrolled in the financial planning/wealth management program and have developed a passion for assisting people achieve their goals both financially, and in general. Originally I’m from Saint Joseph, MI and love going back to visit family and spend time enjoying the beaches along Lake Michigan. In my additional free time I enjoy traveling to northern Michigan, playing tennis, and spending time with friends/family.
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.