Wealth Management Advisor - Detroit
With nearly 10 years of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I enjoy hearing my clients’ stories about who they are, what’s important to them, and what they’d like to do in retirement. Every client and family are unique, and getting to know and understand them allows me to help them work towards their financial goals. My areas of focus include asset management, risk management, incapacity planning, and intergenerational wealth transfer. I earned my Bachelor of Science in Finance from the University of New Orleans. I received my Certificate in Financial Planning from Boston University – Center for Professional Education, and I am a CERTIFIED FINANCIAL PLANNER™ (CFPâ) professional designation candidate. I currently reside in Livonia, MI, with my fiancé, Ernie, and our wedding date is set for June 13, 2020. Since we both have busy careers we enjoy, we spend our free time with family and friends, enjoying great restaurants, and going to the gym. I am also a certified group fitness instructor and love motivating others to help them achieve their health and fitness goals.