I came to the financial industry by way of a decade in hospitality, where I spent eight years as Director of Sales for a banquet facility before making the move in 2020. The transition felt natural in ways I didn't fully anticipate. The hospitality work had trained me to think about people first, to handle complexity without losing sight of the individual, and to care about how someone's experience actually feels from their side of the table. Those instincts translated directly.
My path here was also shaped by something more personal. When my father passed away in 2014 at 55, my family wasn't prepared for what came next. Watching my mother navigate that financial uncertainty was painful, and it stayed with me. I wanted to understand this world well enough to help people avoid that kind of struggle, and eventually I found my way into a role where I get to do exactly that.
I hold an Art History degree and an Associates in Anthropology from Oakland University, class of 2012, and I'm also a licensed Notary Public. In my day-to-day work, I handle new account setup, asset transfers, cash and money movement, RMDs, alternative investment processing, account billing, and meeting preparation. I've developed a particular knack for complex cases and the less glamorous operational work that keeps everything running smoothly, and I genuinely enjoy it.
What I find most rewarding is the diversity of the people we work with, doctors, lawyers, families from all different backgrounds, all working toward their own version of financial freedom. Hearing that a client just booked a big trip, or that retirement is going better than they expected, never gets old.
I grew up in the Rochester and Lake Orion area and have called Rochester home again since 2009, when I bought my first house. I'm married to my best friend Brian, and outside of work I'm a fiber artist. I've been knitting since I was five years old and have spent the last thirty-plus years adding spinning wheels, floor looms, and, by my own admission, far too much yarn to the collection. I make premie hats for local hospitals and work with children at my synagogue in Troy, where I also serve on the Religious Rituals and Membership Committees.