Partner | Senior Investment Advisor
As a practicing CERTIFIED FINANCIAL PLANNER®, I’ve finally been able to bring my attention away from endless IRS and SEC regulations to focus more on what I truly enjoy. Oddly enough my passion for financial planning began during a Marketing internship in 2014. I witnessed the value an honest and devoted advisor could bring to clients. Simplifying the complex world of finance and assuring individuals of a secure future seemed like a worthy profession. Luckily, I was able to pursue that profession after being hired by Exchange Capital Management over 5 years ago.
When not reviewing financial plans and scenario testing, I spend every second possible with my dog and undertaking random home improvement projects. Lastly, I like to stay involved in the local community as a member of several financial organizations and continuously seek professional development.