I am a Financial Planner at The Wiser Financial Group, a financial services firm located in southwest Michigan. Connecting with my clients on a personal level better leads me to help achieve their financial goals. Through constant communication and candid guidance I strive to give my clients a unique experience based on their goals. No two client relationships are the same and that is the approach I take while cultivating relationships.
My areas of concentration are financial and tax planning.
The Wiser Financial Group | Financial Services Industry
2015 - Present
Kayden Wealth Management | Financial Services Industry
2012 - 2015
Certified Public Accountant
PricewaterhouseCoopers, LLP | Public Accounting
2005 - 2011
Michigan State University | B.A. Accounting - 2004
Michigan State University | B.A. Economics " 2005
In my spare time I enjoy reading, exercising, sports, and visiting with family and friends.
I was born and raised in Portage and moved to the east side of the state, where I lived for 10 years, after graduating college. I m elated to be back in southwest Michigan with my dog, Ellie.