Our Team

We provide financial and investment guidance combined with personalized client attention and tailored long-term solutions. We sit down with individuals and families to assist them in their planning, implementation, and monitoring of their goals and objectives throughout the various financial stages of their lives. My financial services career began in 1989 at First of Michigan Corporation, which Oppenheimer & Co. Inc. acquired in 1997. I have my Series 7 (General Securities Representative License), 8 (the General Securities Sales Supervisor), 50 (the Municipal Advisor Representative Exam), 63 (the Uniform Securities Agent State Law Exam) , and 65 (the Uniform Investment Adviser Law Exam) licenses. I hold the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc and the Accredited Investment Fiduciary (AIF(R)) designation from Fi360 Inc. I am licensed in the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, New York, Ohio, Tennessee, Virginia, and Wisconsin. I am licensed as an agent for Health & Life Insurance, and Variable annuities in the state of Michigan. I graduated from Michigan State University in 1988. I swam for the MSU Swim team and met my future wife there. I live in Westland with my wife of 30 years and our 4 children. She is a teacher for Wayne-Westland schools.

We look to build a strong professional relationship with our clients and their family. Honesty, integrity and service are the foundation of our practice. We strive to provide our clients with professional service while working to achieve the most appropriate risk-adjusted returns that are consistent with their goals and objectives. This customized strategy, adapted to your personal situation, will evolve as your life and financial needs change. I graduated with a B.A. in Finance from Michigan State University in 2014 and joined Oppenheimer & Co. Inc. shortly thereafter to begin my career in financial services. I hold the General Securities Representative License (Series 7) as well as the Uniform Combined State Law Examination (Series 66). I am licensed in the following states: Michigan, Arkansas, California, Colorado, Florida, Illinois, Maryland, Massachusetts, Utah. I am also licensed as an agent for life insurance and variable annuities in the state of Michigan.

I provide efficient, professional administrative and clerical services to our financial advisors. I endeavor to provide customer service that exceeds our clients expectations. I am dedicated to assisting our team with promoting successful client interactions and longterm relationships. My career began in 1997 with Oppenheimer & Co. Inc. I live in Wyandotte with my husband and son.