I started my career as a Client Relationship Associate at SWMG, and then put my CPA to work at a few different organizations, including the IRS. I’ve been back with SWMG for more than 6 years and find purpose helping young professionals and those nearing or in retirement to develop and carryout a financial plan that supports their interests and goals. I have also developed a niche / passion for wo
rking with women in retirement. I help clients with their financial everything, from how to choose their 401(k) investments, to retirement and college planning, to saving and investing. I try not to use financial jargon and enjoy building strong relationships so that clients understand everything that's happening and feel like they have their financial life together. A strong believer in giving back, I feel it is important to volunteer my time. I am a member of the board of directors, as well as the Investment Committee Chair, for the YWCA of Greater Flint. I am also a board member of the Flint Women’s Forum, and a volunteer financial planner for cancer patients with the Family Reach program.
