I am an associate financial advisor with Focus Financial Group and my primary responsibilities include supporting the creation, execution, and monitoring of clients' financial strategy through direct client interaction, paperwork processing, and behind the scenes coordination with other team members to deliver our services. I received a bachelor's degree from Alma College in 2021, I am also a licensed producer of Life Insurance in Michigan and have my Series 65 Licensing.
When working with clients, I love hearing all of the different perspectives people have on similar topics. We take a values-based approach to investing and financial planning, aligning our clients' financial goals with their values and priorities. Solving puzzling financial situations gives me the same kind of satisfaction as putting in that last piece of a jigsaw puzzle.
I am from Durand, Michigan, a small rural town, where I grew up with a positive attitude and a hard work ethic. I learned that approach to life from the people in my community. In my free time, I enjoy wrestling, and I am looking to give back to the sport by coaching at some point in the future.