I joined Grand Capital Advisors after working 20 years in the banking industry. Previously, I worked with Ken, Steve and Brad and jumped at the chance to join the team.
I am a graduate of Cannon Trust School and hold a Certified Trust and Financial Advisor (CTFA) designation. I have done extensive trust and estate work. More recently, I focused on client service and enjoyed helping clients obtain their financial goals.
My husband and I have 2 grown children, a favorite son-in-law, and a spoiled dog named Toby. The kids moved out of the area and we enjoy going to San Diego and Chicago for visits.
When not working or stalking my children, I enjoy reading, gardening and cooking. I have lived in the Genesee County area my entire life, currently live in Grand Blanc and am a member of St. Mark’s Catholic Church in Goodrich.
I am so pleased to be a part of Grand Capital Advisors. We understand how deeply important it is to carefully manage money and plan for the future. It is an honor to be chosen as a trusted advisor for each and every client.
Subscribe to our monthly newsletter for valuable insights, tips, and updates on investment management, retirement planning, tax strategies and retirement lifestyle inspiration.