Financial Planner | Partner
"The favorite part of my job is being able to develop relationships with my clients. The opportunity to help them live their best financial life gives me such joy. I love what I do!"
With CapTrust Since
2003
College / Degrees
Essentials of Investment Consulting – Investments & Wealth Institute™
Applied Behavioral Finance Certificate Program – Investments & Wealth Institute™
Experience
CapTrust, Financial Planner / Partner, 2003 – Present
Tucker Anthony/RBC Dain Rauscher, Financial Advisor, 1997 – 2002
McDonald & Company, Sales Assistant/Financial Advisor, 1991 – 1996
Shearson Lehman Hutton, Sales Assistant, 1987 – 1990
HB Shaine & Associates, Receptionist, 1986
Hometown
Hudsonville, Michigan
Travel
Where I’ve Been:
Europe
Amesterdam
Banff
Canada
On The List:
Scandinavia
Switzerland
Scotland
What got you interested in this field?
My first ‘real’ job was in the financial industry—and I was hooked. I became fascinated by how the markets worked and, more importantly, how that knowledge could be used to help people navigate one of the most important areas of their lives. Much has changed in the industry since 1986, but one thing has remained constant: “my commitment to caring deeply for our clients.”
Hobbies and Relaxation
Outside of work, I enjoy slalom water skiing, relaxing around bonfires, and soaking up lake life with family and friends. Whether it’s an early morning ski run or an evening by the fire, these moments help me recharge and stay grounded.
Community Service
Love, Inc
Women at Risk
Pregnancy Resource Center
Camp Lake Louise
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.
