Growing up in the Upper Peninsula of Michigan has helped me learn to have a strong sense of appreciation for community and family. Being raised in Marquette instilled in me the values I implement in my practice today. In 2004 after completing my Bachelor of Science in Business Administration degree at Central Michigan University, I relocated to Traverse City and began a career in the financial industry. The first decade of my career was spent gaining the knowledge and expertise to help my clients in various aspects of their financial, retirement, and business needs.
With a desire to take my practice to a higher level, I joined Erik and Chris in 2016 to focus on advanced level planning methods and client specific financial strategies. Being a Founder and Partner with Blueprint Partners allows me to focus on integrating my clients’ personal and financial goals into a cohesive, straightforward financial plan. I enjoy providing my clients with clarity and solutions to help meet their needs by providing creative, personalized plans and strategies to enhance their financial goals. I am committed to protecting families and businesses by securing their legacies for future generations.
Having always led an active lifestyle, I enjoy spending time outdoors appreciating all that the area has to offer. Spending quality time with my family and friends is of utmost importance and I feel it is necessary for a healthy life and career balance.