Senior Investment Analyst
B.A., Finance & Accounting, Michigan State University
M.B.A., International Business, Wayne State University
Series 3, Series 63, Series 65, State of Michigan Real Estate Sales
HOUR Magazine FIVE STAR Wealth Manager, 2012-2020
Year Started at Bloom
What do you love most about working at Bloom?
I love the camaraderie amongst my colleagues and the family feel. When you work here you are part of the family!
What is your greatest professional accomplishment?
I had a client that was very ill, who called me to go over his financial affairs and to make sure there were no issues. He proceeded to tell me that he trusted me to take care of things for his wife after his passing. Years later I am proud to say that his wife is still being taken care of as promised.
When is a time you felt you made a meaningful difference for a client?
Recently I had a younger client invite me over to a new home he purchased for his family. He told me that because of our financial guidance and planning he was able to afford the house. It was one of those moments that really reminded me why I chose this profession.
What did you do before you joined Bloom?
I started off my career working for Morgan Stanley before I moved to the RIA side of the industry. I later opened my own firm until I joined Bloom Advisors.
Traveling around the world with my family, experiencing different cultures and ways of living. Building things and doing home renovations.