Thank you for taking the time to visit my page. I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional in the West Michigan area. My background consists of wealth management, capital and debt markets, portfolio management, financial planning strategies, small business ventures, small business development, and nonprofit management. I hold a degree in finance from Michigan State University's Broad College of Business with a minor in entrepreneurship.Today, I run my financial advising practice with a team at Edward Jones. Our team's commitment is to provide an inclusive experience, an understanding of finances, educational events and a personalized wealth strategies approach. We work with a select number of families, businesses and individuals who prefer comprehensive insight, proactive discussion and a close relationship. Our Pillars of Practice are defined as the basis in which we serve clients and include the following:-Investment Management-Planning Strategies-Tax Efficient Strategies-Tax Optimization Strategies-Estate and Generational Wealth Strategies-Risk Management Assessment-Employer Retirement Plans-Proactive and Dedicated RelationshipPreviously, I had worked as an advisor with Morgan Stanley, with relevant experience in portfolio solutions, wealth planning, estate strategies and market research. Before my advising career, I worked as an equity analyst co-managing a portfolio of public market investments. I had also worked as a financial analyst with a startup. And furthermore, I worked in mortgage services with Flagstar Bank. My experience with small businesses and startups comes from time spent out of a business incubator in the East Lansing area as well as active roles within startups/nonprofits.Outside of my practice responsibilities, I am the president for Windy Willow Co. & Foundation, which supports mental health awareness initiatives at the community level. Aside from work, I also enjoy competing and coaching in the sport of CrossFit.If you or your business is interested in sharing an open-ended conversation, we are happy to set up an initial consultation. Feel free to send our office a message./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.