Wealth Management Advisor - Ann Arbor
I’m a Wealth Management Advisor at TIAA, and began my financial services career in 2012. I enjoy meeting new and interesting people every day in my role. I welcome hearing their stories, challenges, and plans for the future. I share financial strategies with my clients that are designed to help them achieve their most important financial goals. In addition, I am passionate about helping others, and have the resources and support at TIAA to develop cohesive solutions for the many different facets of my clients’ financial lives. My professional areas of focus include benefits and income planning. I earned a bachelor’s degree from the University of Delaware. As a Chartered Retirement Planning Counselor (CRPC®) designation holder, I have completed a comprehensive course of study encompassing pre- and post-retirement needs, asset management and estate planning to assist my clients in creating a roadmap for retirement. I volunteer with Ann Arbor’s Bike-In community and the Annual Ride of Silence, and I am also a former AmeriCorps City Year member in Philadelphia.