I've been a financial advisor with Edward Jones for over thirteen years. Prior to joining Edward Jones, I worked in the banking industry. In order to better serve my clients, I earned the AAMS™ and ADPA™ professional designations.I take time to understand what is most important to my clients. Using an established process, I build tailored solutions for my clients. Once the strategies are implemented, I continue to partner with my clients to inform them of any developments, address any of their needs and help keep them on track. In order to provide a comprehensive service, I regularly collaborate with their CPAs, attorneys and other trusted professionals, always keeping client information confidential.I'm proud to serve a variety of clients with wide-ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer and ensure that all family members are treated with the utmost care and respect. I also work with business owners to create solutions for business succession, asset growth and tax reduction. No matter their current situations, my clients are assured that I will work tirelessly to help them achieve financial success.Edward Jones has recognized me for my outstanding performance and my passion for helping others. I received the Spirit of Partnership Award in 2012 and 2013; the "TNT" Client Development Award in 2014; the Ted Jones Entrepreneurial Achievement Award in 2015; the Edward D. Jones Sr. Founders Achievement Award in 2017 and 2018; and the Jim McKenzie Achievement Award in 2021.Outside of my role with Edward Jones, I serve as a board member for the Hartland Chamber of Commerce. In my free time, I enjoy spending time with friends and family, being out on the water and traveling throughout the great state of Michigan and beyond.