From a young age, I was captivated by the world of finance and economics, not just for what they represented in texts and media, but for the impact they have on everyday lives. Throughout my life, I have noticed how many individuals lack access to clear, trustworthy financial information. That gap stuck with me. It sparked a drive to change the way people interact with their finances. To make financial literacy more accessible and to provide first-class service that could truly make a difference in someone's life. After earning my degree in economics from Michigan State University, I joined Elite Wealth Strategies as a Financial Planner and Client Relationship Specialist. At EWS, our mission is to deliver comprehensive value-based financial planning, believing that clients are not looking for a transaction; they are looking to build a meaningful relationship. Because when people feel understood and supported, they’re empowered to move forward with clarity and confidence. That is the kind of impact I strive to make every day.
As a Financial Planner, I primarily work with faculty and staff at higher education institutions, business owners, and individuals across various industries. Over time, we’ve developed a strong understanding of the unique benefits and planning opportunities available to university professionals and have helped many young individuals lay the foundation for their financial futures. I also work closely with business owners to address key areas such as succession planning, estate, and tax strategies, and financial planning, ensuring their business and personal financials are aligned for long-term success.