Wealth Management Advisor - Ann Arbor
With nearly a decade of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I love helping families build a stronger financial future, and in my role at TIAA, I enjoy meeting new people, building my practice, and seeing it grow. I also thoroughly enjoy being able to make an impact in clients’ lives by helping to educate them about all of their available options. My professional areas of focus include estate planning, incapacity planning, income planning, and asset management and allocation. I graduated from the University of Denver with a bachelor’s degree in finance, and I minored in business ethics and legal studies. A Colorado native, I have now been in the Ann Arbor area for more than four years and am enjoying it. Though I am visually impaired, I am still fully independent and have found great success in life. Exploring the world has always been important to me, and not only have I studied abroad in South Africa but I have been to more than a dozen counties, with China next on the list.