With more than 20 years of trust administration experience, focusing on special needs trusts, I work with clients to make sure they have effective plans in place to reach their lifetime goals and provide for their loved ones. I especially enjoy helping families navigate the issues faced by special needs children and adults to ensure they can live their best lives.
I started my banking career in commercial and retail lending but soon realized that rather than helping people spend, I wanted to help clients grow their personal wealth and plan for the future. Trust administration provided me with the opportunity to focus on financial planning and education for the families I served.
I’m a member of the West Michigan Estate Planning Council. I earned my B.B.A. from Davenport University.
Outside of work, my husband and I enjoy organic gardening, traveling, and spending time with our grandchildren.
