I believe that the financial planning process serves as the foundation upon which women and families grow their wealth and attain their financial goals and objectives.As a widow, I have a passion to help women gain confidence and provide the resources to overcome life’s challenges if they find themselves suddenly single.I am dedicated to helping my clients achieve a successful retirement by preserving their wealth, protecting against outliving their money, providing lifetime income and planning for advanced care needs.I serve as a strategic partner with estate planning attorneys and accountants to ensure that each aspect of my clients’ planning is properly implemented.All families are unique, I enjoy working closely with my clients to address all their needs, including planning for education, retirement, business succession, charitable giving, and all other special situations and life events.I am a mom of three, live in Warren, active in my church and enjoy bike riding in my spare time. I am a troop leader for my daughter’s Girl Scout Troop and serve on the board of the German Professional Women’s Association.Give me a call today to chat about working together to achieve your financial goals (734) 738-6300.Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

My personalized planning process always starts with a conversation. I want to learn what is important to you. Once I understand your needs, I can assist you with developing a comprehensive financial solution that may help to preserve and grow assets, protect your family as well as business interests and assist in creating the lifestyle you envision. Backed by years of integrity and experience plus a wealth of multidisciplinary resources, I will plan investment strategies that are suitable for your personal situation and goals and monitor and adjust those plans as needed.

We oversee the financial affairs for a select number of families and business owners.As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.Our investment strategy and investment products are very different from those offered by other investment firms. We are a boutique investment practice with the vast resources of one of the largest wealth management firm in the world. We believe that we are able to offer our clients a distinctive experience through our commitment to personal service, communication, and education.As our client, you deserve to know how our thinking about the markets is evolving, and how that is affecting the decisions we're making in your portfolio. We believe that each investor with our firm is entitled to personal, committed, and prompt attention. We develop investment strategies that are suitable for each particular investor’s situation and goals.Disclosures: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

My goal is to help connect individuals and businesses with solutions. To accomplish this, I practice active referral networking. As Membership Manager of the Birmingham Bloomfield Chamber, I work to promote economic growth and development in the communities we serve, visit our website at www.bbcc.com for additional information about the Chamber.The Birmingham Bloomfield Chamber IS The Chamber of Action. How are you taking action to promote your business, grow your contacts and do more business with other likeminded professionals?Specialty: Helping Members CONNECT to the right people, MARKET their business effectively to gain exposure to the right audience and utilizing EVENTS to be in the right place and the right time to grow their business.

I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.

I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.

I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.

I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.

Anyone who's ever seen me, knows I like to shop. Not everyone is wired this way, so why not hire it done. Did you know it doesn't cost you any more than the clothes you chose to purchase, but you get a personal stylist who helps you complete your wardrobe.