As an Investment Advisor Representative at Premier Financial Planning, I am dedicated to helping clients pursue their long-term financial goals through comprehensive and individualized financial planning. I have been fortunate to specialize in retirement planning, a field that I am truly passionate about. Since 1991, I have been working in the financial services industry, honing my skills and gaining invaluable experience. Prior to joining Premier Financial Planning, I had the opportunity to work at First Merit Bank, where I further developed my experience and knowledge in the field.
What motivates me in my career is the ability to help people turn their dreams into reality. There is nothing more fulfilling than witnessing my clients achieve the futures they have always envisioned. Each person has unique aspirations, and I am here to provide the guidance and support they need to work toward their financial objectives. One of the aspects I enjoy most about my job is the opportunity to interact with clients and hear their stories. Building relationships and understanding their individual circumstances allows me to tailor financial plans that align with their specific needs and desires. It is a privilege to be a part of their journey and to witness their progress over time. I also enjoy exploring our clients' perception and knowledge of how they view the markets. Understanding their perspectives allows me to provide them with a comprehensive financial plan that not only addresses their concerns but also aligns with their investment goals.
Outside of work, I reside in Lansing, MI, with my husband, Jim. We are proud parents to five wonderful adult children and the proud grandparents of eleven grandchildren. When I am not assisting clients, I like to spend my free time traveling, bowling, and line dancing.