I’m a CERTIFIED FINANCIAL PLANNER™ professional and partner at Keystone Financial Services, L.L.C., where I work closely with individuals and families to build thoughtful, personalized financial strategies. My approach is rooted in long-term relationships—helping clients navigate both everyday financial decisions and major life transitions with clarity and confidence.
I began my career in finance after earning a bachelor’s degree in Communications from Oakland University and obtaining my FINRA Series 7 and NASAA Series 66 licenses. Today, my work focuses on investment planning, retirement strategy, and risk management, with an emphasis on creating plans that evolve alongside my clients’ lives.
My perspective on financial planning is deeply shaped by my personal experience. At 23, I was diagnosed with Acute Lymphoblastic Leukemia and underwent two-and-a-half years of treatment at C.S. Mott Children’s Hospital at the University of Michigan. That chapter of my life gave me a completely different lens on resilience, long-term planning, and what truly matters—something I carry with me in the way I show up for my clients.
Working alongside my dad, I’m proud to continue the legacy of Keystone Financial Services while also bringing a fresh perspective to the next generation of clients. I’m especially passionate about helping people who are building from the ground up or navigating major transitions, and making sure they feel informed, empowered, and supported every step of the way.