Financial Planning Team Lead
"As a Financial Planner, I truly value the meaningful relationships we build with our clients. Each meeting provides an opportunity not only to discuss their financial goals but also to connect on a personal level and hear about what’s happening in their lives."
With CapTrust Since
2015
College / Degrees
Central Michigan University – B.S. Science and Kinesiology
Professional Certifications & Equipping
Certified Senior Advisor®
Experience
CapTrust, Financial Planning Team Lead, 2015 – Present
Student, Central Michigan University, 2010 – 2014
Recognition
Division 1 Collegiate Athlete (Varsity Letter in Softball) from Central Michigan University
Hometown
Jenison, Michigan
Travel
Favorite Place:
We spent 2 weeks exploring the entire country of Ireland! We would highly recommend!
Bucket List:
A bucket-list dream vacation for my husband and me would be visiting New Zealand, especially since we’re both big Lord of the Rings fans!
What got you interested in this field?
I’ve always had a love for learning and exploring new areas of life. When I joined the CapTrust team in February 2015, I quickly discovered how much I was drawn to the financial world. What began as curiosity soon turned into a passion, and I found myself excited to continue learning in an industry I had never expected to pursue. Today, I’m grateful to have built a career in a field that challenges me, inspires me, and allows me to do work I truly love every day.
Family
Happily married to my husband, Elijah and a dog-mom to our German Shepard, Zuzu.
Hobbies and Relaxation
In my free time, I am playing sports, traveling, spending time with friends and family, and playing with our dog!
Community Service
Higher Ground (Lake Louise) – Program Staff
Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.
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.
