When I joined A.G. Edwards in 2006 as a Client Associate, I quickly realized wealth management is more than investments. Most importantly, I learned a trusted Financial Advisor plays a significant role throughout all of life’s stages.
Since my 2008 transition to becoming a Financial Advisor, I have been able to apply my finest skills with relationship building. My ability to engage in open communication, understand and prioritize goals and offer customized solutions allows me to lead complete wealth management from a big picture perspective down to small details. This dedication led Meridian Wealth Management to be named to the Forbes Best-In-State Wealth Management Teams* in 2024.
With experience in retirement planning, income distribution and estate investment planning solutions, coupled with my dedication to providing exceptional service, I help clients pursue their goals and dreams. I focus my business practice on working with successful families, entrepreneurs, retirees, professionals and charitable foundations and endowments.
I am a lifelong resident of Jackson County where I have proudly and successfully raised my two children, Rachel and Parker. I am an active community member and volunteer for local initiatives, especially those pertaining to the success of our youth. I love travel, adventure, nature and the grandeur and history of our country.
*The Forbes Best-In-State Wealth Management Team (Michigan) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
