Financial Advisor/Operations Manager
As the firm’s Operations Manager, I’m responsible for the daily financial and operational aspects of Legacy. I’ve been in the role since 2001 and am proud to have played an integral part of building the firm. As of 2015, I have also taken on the role of Financial Advisor. My intention in this role is to target the next generation of investors by teaching them to plan early for their retirement and long-term goals.
When I’m not working, my two children keep me very busy. I am also an avid runner. You can often spot me on the trails of Traverse City throughout the week training for another marathon. I’ve found that physical activity has always helped me maintain a strong, positive outlook, which I bring to my career every day.