Deeply committed to empowering women, particularly those navigating major life transitions such as widowhood or divorce.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Having transitioned from a portfolio management role to a client-facing advisory position, she specializes in helping women understand and consolidate their finances, providing the guidance needed to plan for a secure future.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Finance; Minor in Biology, Oakland University
Previous Work Highlights: Spent over four years with Exchange Capital Management—most recently serving as an Investment Advisor—prior to its partnership with Lido in 2025.
