I strive to give my best to both our clients and our team every day. With over 10 years of experience in financial services, I approach my work with an empathic heart, bringing a great level of care to every task and interaction. After graduating with a Bachelor’s in Business Management in Finance and Accounting from Grand Valley State University, I began my career in Treasury Management with Bank of America Merrill Lynch. Following my passion to help families and individuals plan for and achieve their financial goals, I transitioned into a client service role on a Wealth Management team at Merrill Lynch. I spent the next several years providing administrative and operational assistance to clients while promoting collaboration, process improvement, and accountability for the team. Eventually, I took on more responsibility, playing an active role in delivering advice and guidance to clients as a Wealth Planner.

I never want to stop learning and growing professionally, which is why I studied for and obtained my CRPC™, Chartered Retirement Planning Counselor™ certification in 2016. In 2019, I completed a Master’s in Business Administration from Grand Valley State University.

Originally from Michigan, I moved to North Carolina and joined the team at Pursuit Wealth Strategies in 2022. I work collaboratively with the rest of the team to support our clients with all aspects of their financial planning and service needs. I love getting to know clients, understanding their unique goals, and using all the resources at my disposal to find creative solutions to their concerns.

When I’m not at work, I enjoy spending time outside – hiking, running, or backpacking – with my husband, Tom, and our dog, Juniper. I also love reading, cooking, and traveling to visit family in Michigan and Montana whenever I can!