As an Investment Assistant at Premier Financial Planning, my primary responsibility is to assist the head advisors in providing exceptional client service. With over a year of experience in the financial services industry, I bring a fresh perspective and a passion for helping people pursue financial freedom. Prior to joining Premier Financial Planning, I obtained a bachelor's degree in finance with a minor in wealth management and financial planning from Michigan State University. This educational background has equipped me with the necessary knowledge and skills to excel in my role.
What truly excites me about my work is the ability to assist Advisors to help people pursue financial freedom. I am inspired by the opportunity to work with Advisors to address people’s financial stress and help guide them towards a more confident future. I believe that the greatest value I can provide, is to work with the Advisor offering the clients an accurate analysis of their current financial situation. By doing so, we can help them visualize a clearer financial future for themselves and their loved ones. Helping the Advisor to guide them through their financial journey and assisting them in making informed decisions brings me immense satisfaction.
Originally from Novi, MI, I currently reside in Fenton, MI. Outside of my professional life, I embrace various hobbies and activities. I find solace in wake surfing, golfing, and spending quality time with my friends, whether it's engaging in meaningful conversations or simply enjoying each other's company.