I bring over three decades of experience in market strategy, portfolio construction, and financial planning — with a special focus on high-net-worth households, corporate executives, and professionals navigating complex compensation packages. My passion lies in delivering clarity during uncertainty. To assist with this, I’ve developed a proprietary approach towards investment research which helps me to guide my clients through disciplined and data-backed strategies.

Today, I serve as Senior Vice President, Investments and Market Strategist at West Michigan Advisors. Partnering with a CIO who holds both the CFA and CMT designations which allows me to have access to discretionary models and an institutional-level research bench. This partnership, along with my approach towards investing allows me to serve clients with the tools and support they truly deserve.

Outside of work, I’m deeply committed to mentorship and advocacy for women in finance. I’ve led workshops and internal trainings to help rising professionals develop technical and leadership skills.

In my free time, I’m happiest on the water, in nature, or spending time with my family and grandson. I believe in balance, and I’ve learned firsthand that mental clarity is one of the most powerful tools a strategist can have.