Copyright © 2024 CapTrust Financial Advisors. All rights reserved.
2003
Essentials of Investment Consulting – Investments & Wealth Institute™
Applied Behavioral Finance Certificate Program – Investments & Wealth Institute™
CapTrust, Financial Planning Specialist / Partner, 2003 – Present
Tucker Anthony/RBC Dain Rauscher, Financial Advisor, 1997 – 2002
McDonald & Company, Sales Assistant/Financial Advisor, 1991 – 1996
Shearson Lehman Hutton, Sales Assistant, 1987 – 1990
HB Shaine & Associates, Receptionist, 1986
Hudsonville, Michigan
Where I’ve Been:
On the List:
My very first “real” job was in the financial industry and I got hooked. I was very interested to learn how the financial markets worked and how that translated into helping clients in one of the most important areas of their life. After 32 years in the industry, a lot has changed, but one core consistency is caring for our clients.
Happily married to my awesome husband, Jim. With five kids, there’s never a dull moment – with my oldest getting ready to tie the knot soon!
Traveling the world and weekend getaways are my most favorite way to relax outside of the office. You can also find me running 5Ks and spending time with my family in my down time.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.