As the Owner and Advisor at Premier Financial Planning, my primary responsibilities revolve around leading the firm and providing sound investment advice to each of our esteemed clients. I specialize in retirement planning services, understanding the unique challenges and opportunities that come with this important phase of life. For over four decades, I have been dedicated to helping individuals and families work toward their financial goals and pursue a comfortable retirement.
Throughout my career, I have developed a financial services practice that emphasizes a conservative investment management approach. By utilizing various forms of securities and insurance products, I strive to pursue my clients' financial goals while providing confidence investing. I firmly believe that by taking a cautious and thoughtful approach, we can navigate the complex world of finance and help our clients thrive. Since entering the financial services industry in 1981, I have constantly sought to expand my knowledge and experience. I am proud to have obtained the Accredited Investment Fiduciary (AIF) designation, which demonstrates my commitment to upholding the highest standards of fiduciary responsibility.
Beyond the technical aspects of my job, what truly drives me is fostering a community presence. I find great joy in engaging with the local community and building strong relationships. It is through these connections that I can better understand the unique needs and aspirations of our clients, ultimately providing them with the best possible financial guidance. One of the core principles that guides my work is the belief that the greatest value I can provide for my clients is the ability to spend time educating them. I strive to ensure that our clients understand the rationale behind our financial planning, empowering them to make informed decisions and actively participate in shaping their financial future.
Outside of my professional life, I reside in Brighton, MI, with my husband Danny. Together, we have been blessed with five adult children and seven grandsons. In my free time, I maintain our ranch, Triple Diamonds Alpaca Ranch. We open our ranch to local charities for events, as we believe in giving back to the community that has supported us throughout the years.