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.
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Data provided by SHOOKTM Research, LLC as of July 2017. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
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