Financial Planning Associate
After graduating with a bachelor's degree in Finance and a minor in Biology in 2021 from Oakland University, I soon found my new home at Exchange Capital Management. I began my journey with Exchange as a Trader working on the Portfolio Management team.
In the Summer of 2023, I changed positions to work as a Financial Planner so I can work one-on-one with our clients. Getting to know our clients and help them reach their goals is the most rewarding part of my career transition.
When I’m not studying for the CFP® Exam, I enjoy attending classes at Orangetheory Fitness, searching for new house plants at the local nursery, reading books (especially Harry Potter), and playing the daily NYT Wordle.
The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.
Remember:
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Gather insight from some of the industry's top thought leaders on Exchange Capital's team.
303 Detroit St. Suite 203
Ann Arbor, MI 48104
(734) 761-6500
info@exchangecapital.com