Client Service Associate
"I thoroughly enjoy building genuine relationships and providing support that brings clarity and peace of mind. It’s a privilege to serve clients in a way that aligns with their faith."
With CapTrust Since
2021
College / Degrees
College of Lake County – Business Management
Washington Online Learning Institute – Paralegal
Experience
CapTrust, Client Service Associate, 2021 – Present
West Michigan Community Bank, E-Banking Specialist, 2011 – 2021
The Law Office, Research & Billing, 2010 – 2013
Bermo Enterprise, Store Manager, 2002 – 2009
Hometown
Fennville, Michigan
Travel
I’m proud to call Michigan home, with its lakes, seasons, and scenic landscapes it continues to be a source of inspiration and enjoyment. Some of my favorite places are Petoskey, Glen Arbor, Fishtown, Black Rocks in Marquette, Pictured Rocks in Munising, and snow tubing in Gaylord.
Beyond Michigan, I’ve enjoyed exploring destinations like the Hoover Dam, Las Vegas, Orlando, Daytona, Turks and Caicos, the Bahamas, and hiking at Turkey Run. I’m a kid at heart and have especially enjoyed trips to Disney.
What got you interested in this field?
I was drawn to this field by the opportunity to serve others with purpose— delivering exceptional work grounded in faith-based principles. Helping clients navigate their financial journeys in a way that reflects their beliefs and supports their long-term goals is incredibly fulfilling.
Family
I’m happily married as of 2023, and together my husband and I have a blended family of six adult children. Family is a central part of our lives, and we’re grateful for the unique joy and growth that comes with blending our stories. We also share our home with our 5 lb Yorkipoo, who adds a lot of personality and love to our everyday life.
Hobbies and Relaxation
In my free time, I enjoy camping, traveling, and spending quality time with family and friends. I also love winding down with a good documentary, true crime show, or non-fiction book. Whether I’m exploring new places or enjoying meaningful moments with loved ones, I value the experiences and moments spent.
Community Service
Faith Church – Youth Group Volunteer
Kids Hope – Mentor
GSA – Former Group Leader
Lets Talk
Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.
