As a Financial Advisor, I have the background and knowledge to provide solid financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Through a long-term investment approach, I help clients develop and implement strategies for building wealth.

I hold a bachelor's degree from Northern Michigan University. I have also earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. In addition, I achieved a Chartered Retirement Planning Counselor - CRPC® certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Committed to helping our community prosper, I participate in many civic and charitable organizations including The Rotary Club of Marquette. Away from the office, I enjoy golf, hiking, hunting, skiing and playing the drums. My wife and I reside in Marquette with our son and two dogs.

As a Branch Operations Manager, I support Sam in servicing our clients to the best of my abilities. From opening accounts to updating beneficiaries to scheduling appointments, I strive to make your financial planning experience an easy and enjoyable one.

I received my bachelor’s degree from Northern Michigan University where I double-majored in Marketing and Spanish. I spent one semester studying abroad in Valencia, Spain where I took a full course load at La Universidad de Valencia. I consider that one of my most exciting experiences. I’ve been working in the financial services industry since 2013.

My life is a busy one with my husband and four children. As our children are transitioning into adulthood and we have more free time, we're trying to take in more of what Marquette has to offer. I like to volunteer for things, so I get involved wherever I can. I also enjoy scrapbooking, walking and reading whenever I can. Taking care of our planet is high on my priority list and I try to get outdoors and take in our beautiful surroundings as much as possible.