Since 1992 I have worked as an investment advisor, offering investment, insurance and plan design services to small businesses and individuals. It was my passion to build a firm founded on providing exemplary service to clients, combining a background of business management, education and counseling. Creating an infrastructure to support top notch service, I have developed a team approach to delivering investment advisory and planning services.
What I enjoy most about my work is devising creative solutions for each client's particular set of goals.
I am passionate about listening carefully to the client's needs and concerns, and thoroughly enjoy devising creative tax savvy solutions to address those needs.
Since 2004, I have been ranked in the top 1% of producers for SagePoint Financial, Inc. Prior to that, I continually ranked in the top 10% of producers nationwide.
My Bachelor's Degree is in Education, and I have a Masters in Business Administration, and currently maintain Series 6, 26, 51, 63, and 65 securities registrations.
My husband, Jed, and I own a cherry orchard on the Old Mission Peninsula in Traverse City, Michigan. We raised two daughters on the Old Mission Peninsula. In my spare time, I enjoy downhill skiing, river kayaking, fishing, travel and biking.
For the last fifteen years I have been a CERTIFIED FINANCIAL PLANNER™ and a financial advisor. My focus is on developing strategies that have a significant impact on the lives of our clients and their families by providing holistic financial planning.
The most rewarding piece of my job is to take complex issues and find a simple and smart strategy to achieve client’s goals, helping clients focus on what’s really important, while tracking progress toward their goals. As an independent advisor I evaluate the best strategies and solutions, there’s never an incentive to act contrary to my clients’ best interest.
A graduate of Michigan Technological University and the Applied Portfolio Management Program with a degree in economics, I am also licensed in Long Term Care, Life, and Disability Insurance, and hold FINRA series 7 & 66 securities registrations. The science of portfolio management attracted me to being an advisor, I quickly realized that I loved coaching clients to make smart money decisions based on their priorities. I consider this my calling.
My husband Matt, a high school Spanish teacher, and I live in Traverse City with our twin daughters Jo and Maddie. On Saturday mornings you can find us riding our bikes to the farmers market or the beach. As a naturally curious person I love to travel, explore and experience new cultures.
In 2015 I joined hemming& Wealth Management and have over 10 years of experience in the financial industry. Currently I am the Operations Manager with a bachelor’s degree in business administration and I hold a series 7 & 63 registration.
My career began in 2006 as a receptionist at A.G. Edwards & Sons and then I became a Registered Administrative Assistant lending my support to multiple advisors. In 2014, I became the Practice Manager at a local Independent Financial Services Firm supporting the branch, their financial advisors and their clients; expanding my skills to support branch compliance, financial planning, insurance and investing.
Today I continue to use my expert knowledge at hemming& to manage the operations and processes and am a vital part of our day to day operations.
My husband George and I transferred to the Traverse City from Port Huron. We have three grown children and three teenagers at home. We enjoy camping, fishing and kayaking on the Manistee River. George & I celebrated our 20th anniversary with a Harley Davidson Road King and we look forward to a trip across the Mackinac Bridge any chance we get.
In August 2016, I joined the hemming& team as the Operations Associate. Before coming to hemming&, I spent a decade in the service industry, engaging my passion for client relationships, adaptability and performance. My versatility is easily illustrated by my accreditations: I am a Certified Paralegal, hold a Series 6 Securities License, and am a Michigan Life and Health Insurance Resident Producer.
In my free time, I enjoy collecting unique rocks on nature walks and exploring the Sleeping Bear Dunes with my family. As a football enthusiast, I love spending my Sundays in the fall and winter rooting for my favorite team: The Pittsburgh Steelers.
In September 2016 I joined the hemming& team. My husband Mike and I have recently relocated to this area from Southwest Michigan where they were part owners in a business and raised their 3 boys. . After graduating from Central Michigan University, I began my career as a Systems Analyst and stayed in the IT profession for 25 years. I then pursued a position in Accounting for a few years and then moved on to become the Sales Manager for our business. It is because of all these experiences I bring various talents to our team. After our youngest son graduated from High School, we made the decision to sell the business & move to this area where we are enjoying all it has to offer.
In my spare time, I enjoy being outdoors while participating in activities such as biking, hiking, backpacking, cross country skiing, snowshoeing, and of course water sports! My number one favorite past time activity is spending time with family & friends.
In March 2018 I joined the hemming& team. Prior to coming to hemming& I studied Psychology at Grand Valley State University and have spent 6 years working in the administrative field, the Office Manager for Falling Waters Lodge and as Secretary of the Planning Department for Leelanau County. Working with finances is something I have always enjoyed and I am excited to bring my attention for detail to the team.
Living in Northern Michigan is perfect for me as a person who loves being outside in all seasons. In winter I love downhill skiing and when the snow thaws I enjoy hiking, kayaking and relaxing at the beach. But family comes before anything else as my greatest joy comes from being an aunt and spending time with my 3 nieces and 1 nephew.
In April 2018 I joined the hemming& team. A Traverse City native, I graduated from Albion College in May of 2015 with a Bachelor of Arts in Communication. After jumping into the political world accepting a position as a scheduler for a congressional campaign, I moved to Lansing and took a job as the Government Affairs Coordinator for Michigan Manufacturers Association. A renewed love for Traverse City and passion for marketing brought me back to Traverse City and landed me at hemming&.
Taking after my father I have a tremendous passion for this community and often volunteer for events around town. If I am not in Traverse City you will find me on one of my many adventures, as I love to explore new places. In all things I do I enjoy spending time with friends and family. Did I mention I am always looking for a new podcast recommendation!