As a financial planner, I believe that true financial success goes beyond numbers – it’s about aligning your financial capital with what truly matters to you. My approach is centered around understanding and identifying your unique values and crafting a personalized plan that supports not just your financial well-being, but personal fulfillment.
My journey in Financial Planning began after graduating from Michigan State University in 2020. Since then, I have worked with Elite Wealth Strategies – Michigan Financial Companies as both a Financial Planner and Director of Financial Planning. I emphasize value-based financial planning and believe that clients do not want to be sold products; they want a relationship with someone who can work together with them to make real progress in life.
As a Financial Planner, I focus on working with staff and faculty at higher education institutions. There, we have developed a deep understanding of the different benefits available, and helped young professionals looking to get a head start on their financial future. As the Director of Financial Planning, I help other advisors better serve their unique clients through the financial planning methods that I offer to my clients. This has allowed me to expand the reach of my impact to a larger group of clientele.
My core values are the foundation of my approach to financial planning:
My goal is to create a path to financial freedom that resonates with your life's purpose.
"My commitment to continuous learning has driven me to stay updated on the latest developments in areas such as behavioral finance, while also pursuing additional credentials and tools that can improve the planning we offer to our clients. I value the relationships that I have built with my clients and aim to provide strategies and advice that not only helps to build wealth, but also fosters a sense of fulfillment and peace of mind. "
Schedule a Discovery Call Today
I invite you to schedule a complimentary consultation where we can explore what truly matters to you and how we can align your financial strategy with your values. Together, we can create a personalized plan that not only grows your wealth but also reflects your deepest aspirations. Let's start a conversation about building a financial future that is as unique as you are. I believe that when our values align, we can build a partnership that goes beyond just numbers.