"Creating the best life for our family is all Steve and I ever wanted to do."
My husband Steve and I, along with our youngest son, Max, moved to Traverse City in 2009. Our oldest son, Drew, was finishing university life. We were all excited to make the move from suburban Detroit. We were sure we were making a good family decision because Max, then a high school senior, was more excited than we were about making this transition! Max was thrilled about the opportunity of playing high school football in Traverse City and spending time on the lakes, links and slopes of Northern Michigan. Both boys are now grown and busy pursuing their own dreams, but they love coming back to Traverse City as often as possible.
In creating our best family life, financial stability and growth was important. With 30 years of banking experience, including roles as President, CFO and VP Strategic Planning, there was another career opportunity I still wished to pursue. I wanted to work directly with others to help them secure financial stability and growth while they create and live their best lives.
That is why when the opportunity arose, I was so excited to join Blueprint Partners. Blueprint Partners’ philosophy, team of key advisors and business partners allows me to offer my clients comprehensive family, estate, business, investment and legacy planning. While discussing personalized strategies and approaches, and by gaining a clear understanding of my client’s goals and timeframe, we can develop a financial blueprint to help achieve their desired life.
Community service also continues to be an important part of our life. I’m proud to be involved with Big Brothers Big Sisters and to serve on the Pathfinder School and The Leadership Lunch Club boards. Meanwhile, Steve hones his EMT skills on the weekends after completing busy weeks at Munson in the Continuous Improvement Department. We are looking forward to many more wonderful years in Traverse City, having fun with family and friends, boating, bike riding, and playing ping pong.