Address:
205 E Chicago Blvd, Tecumseh, MI 49286
2723 S State St, Ste 210, Ann Arbor, MI 48104
Serving the Greater Ann Arbor and Tecumseh, Michigan areas
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Joined Old National Investments in 2007
- Awarded the Bank Investment Consultant Top 100 Award for Productivity in 2019
Education
- Bachelor’s degree in business administration
Community Involvement
- Athena, Graze to Raise, Community Learning Connections of Tecumseh, Goodwill, Boys and Girls Club and Zonta
A native of Lenawee County, I also enjoy running, reading, playing golf and traveling with family. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Ashlie Almes at (517) 815-5023 or Ashlie.Almes@onbinvestments.com.
*Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Those six factors are combined into one composite score to determine the final ranking.