I first joined Upperline Financial Planning in 2015 before its merger with The Planning Center. However, my introduction to the firm and its services came first as a satisfied client. My intention was to leverage my prior academic experience leading biological research projects results into an organized, detail-oriented approach to starting successful relationships with our clients.
Though I work closely with The Planning Center team, I telecommute from my home in Traverse City, Michigan. Whenever possible, my husband and I enjoy taking advantage of our state’s expansive lakeshore, campgrounds, and rivers. Off the trail, we explore our region’s brewing and wine culture.
Education: Bachelor of Science Degree, cum laude in Biology, Augusta State University
Who inspires me:
My husband keeps me motivated and focused on life both inside and outside of my work. He inspires me by pushing me out of my comfort zone and reinforcing my confidence.
Frankenmuth, Michigan. It is a fun little Bavarian town with great polka music, German food, and festivals.
My greatest extravagance (under $100):
Home decor. I love adopting the appearance of my home with each passing season and holiday.
Most effective saving tip:
Maintain individual savings accounts for different goals. Separating savings allows for greater discipline for each opportunity and more savings overall.
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We work directly for our clients and put client’s interests first
We listen and keep an open mind
We make decisions with future generations in mind
We build powerful relationships by working towards common goals