I’ve spent my entire career in the financial services industry it is all I know and all I want to know. I joined Legacy in 2004 after a career in the non-profit and banking worlds. I relished the opportunity to join a firm that helps clients take control of their financial futures the right way. We are a family and our clients become part of our extended family. The best part of my job is helping empower and educate clients about their investments and financial lives. I am always deeply honored by the trust and responsibility our clients place in us many call me their personal CFO, a compliment I do not take lightly.
I also love being active in our community. My support of various non-profits and “hands on” approach to my children’s education is very important to me. It is not uncommon to find me multi-tasking life with career and returning calls while I am on lunch duty at school or the track field. Our Legacy family supports that life/work balance, and I celebrate that each day.
The relationships we establish with clients are long lasting and span the test of time. I believe that the grass grows where you water it, and, living that philosophy allows me to prioritize my family, our firm, and my love for northern Michigan.