I enjoy getting to know clients on a personal level first; followed by utilizing our financial tool bag to help them lay-out their goals and dreams.
My desire to help and teach others is what led me to the financial services industry. I began my career two decades ago in the consumer goods industry with Whirlpool Corporation. From sales and marketing to strategy and operations, my extensive background managing large projects and people has taught me the value of great analytical and communication skills. I am a teacher at heart and enjoy providing clients with timely financial advice and service so they can make informed decisions.
My educational background includes:
- BA, The University of Michigan
- MBA, The University of Notre Dame
Along with my husband, Tom, I can be found cheering on our three children with their various school, music and sport events. Along with participation in the various organizations, I enjoy traveling the globe, helping Schwallier Wealth Managements’ clients, and spending time in Michigan with family and friends.
- Adjunct Instructor, Lake Michigan College
- Assistant Girl's Basketball Coach
- West Catholic High School Marketing Committee
- Freelance writer, FAITH Magazine