Wealth Management Advisor - Detroit
Backed by over a decade of experience in the financial services industry, I am a Wealth Management Advisor at TIAA and a Chartered Financial Consultantâ (ChFCâ). Working in this field allows me to build strong, long-lasting relationship with clients as I help them work towards their financial goals. Sometimes those goals are more long-term, like retirement. Other times, they are more short-term, such as paying for a dream vacation in the first year of retirement. Working in financial services allows me the opportunity to be a part of one of the largest transitions in my clients’ lives, from work to retirement, and seeing the smile on my newly retired clients’ faces is rewarding to me. My areas of focus include asset management, estate planning strategies, and retirement planning. I earned my bachelor’s degree in business administration from the University of Toledo.