In my role as an Investment Advisor Representative, LPL Financial and Financial Advisor, my primary responsibilities encompass a wide range of financial services. These include financial advising, client account management, securities trading, customer service, client-facing meetings, and financial planning. I specialize in various areas, including financial planning, investment advising, client account management, retirement income analysis, and estate planning. With over 17 years of experience in the financial services industry, I have dedicated my career to helping clients manage their investments, providing education with passion, and being there for people during the different stages of life.
Throughout my career, I have gained valuable experience working at New England Securities and NY Life Securities, where I honed my skills and deepened my understanding of the industry. I have also obtained the Series 7 and 66 securities licenses, held through LPL Financial, as well as licenses for life insurance and variable annuities. These qualifications allow me to provide comprehensive guidance to my clients, tailoring solutions to their unique needs and goals.
What truly motivates me is the opportunity to educate, help, and be there for people when it comes to one of the most important aspects of their lives: their money. I take great pride in ensuring that my clients fully understand their financial options and strategies. Education is a cornerstone of my approach, and I believe in taking the time to explain concepts thoroughly and answer any questions my clients may have. By empowering them with knowledge, I enable them to make informed decisions and actively participate in their financial journeys. I am a firm believer in the importance of ongoing education. I am dedicated to staying up-to-date with industry trends and developments to provide the most relevant and effective advice to my clients. I have found that many of the clients I work with appreciate the time I take to educate them, as they may not have experienced this level of guidance with other advisors in the past.
Outside of work, I reside in Pinckney, MI, with my husband Ryan and our two beautiful daughters, Lilyana and Holly. Family is incredibly important to me, and I cherish the time spent together, enjoying the lakes and golf courses nearby. Nature holds a special place in my heart, and I find solace and grounding in sunsets, water, and hiking. Sports also bring me joy, and I actively participate in various activities. Engaging with the community and giving back is also a significant part of my life. I have been involved with People's Church and Shalom Lutheran Church as a Youth Leader. I have also contributed to Habitat for Humanity and World Changers, participating in building homes and reaching out to the underprivileged. Additionally, I have helped with soup kitchens and clothing closets for the less fortunate. My husband and I also host Chess in the Park in our local Pinckney community, fostering a sense of friendly competition.