With over 20 years of experience in the financial services industry, I have come to the refreshing conclusion that no two days are alike, and no two clients are the same. What I enjoy the most about working with clients is the opportunity to improve the quality of their lives by helping them navigate through complex and emotional decisions.
While walking down this path together, my goal is to take a practical approach to simplify and explain complicated financial concepts using real life situations and example so clients can make clear and confident decisions regarding their finances.
My focus areas are:
Managing assets
Assessing appropriate levels of risk
Helping to reduce taxation of retirement income sources
Structuring income sources for/during retirement
Social security maximization
Outside of my financial career, I enjoy spending time with my husband, Rafah, and our two children, Daniella and Valentina. I have a knack for Mixology and love pop culture trivia. During the beautiful summer season in Michigan, it's all about beaches, boat rides, and BBQ.
Licenses/Certifications:
FINRA Series 7 and Series 66 licenses held with LPL Financial
Life Insurance License