Bellco Branches: Buckley and Southwest
As a registered Executive Financial Advisor, I've been part of the financial services industry since 1994, holding licenses in Series 7, 24, 63, 65, and Life & Health. My primary goal is to educate clients and work collaboratively to identify their goals, values, and investment objectives. I believe that understanding is key to empowering clients to move forward with their financial plans and stay focused on their long-term goals. My areas of expertise include Retirement Planning, 401(k) rollovers, and Insurance Planning. Over the years, I've designed and executed educational investment seminars and created and implemented retirement plans utilizing mutual funds, managed money, and insurance products.
On a personal note, I have two grown children, my son Casey and daughter Stephany, and I'm a proud grandmother to four grandchildren. I strongly believe in not only financial stability but also physical agility and maintaining a balanced life. I work out several days a week and have a passion for sports, particularly as an avid fan of Michigan State football and basketball. Whether I'm guiding clients through their financial journeys or cheering on my favorite teams, I am committed to fostering a well-rounded and fulfilling life.
