About Us

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I grew up in Port Huron, Michigan - Along the shores of Lake Huron.  After completing both undergraduate and graduate degrees at Central Michigan University – Mount Pleasant, our family decided to lay down roots on the sunset side (West Michigan). We currently live in Mears and enjoy attending many events in Oceana County. We are also very heavily involved in volunteering for many organizations throughout the county.

Growing up, I developed an interest in financial advising through other family members working in the industry.  After moving to the west side, I decided to pursue my interest at a major investment firm.  After several years I moved to a local financial institution to continue building my book of business.  

My objective when I started AG Family Wealth was to build a firm that felt like you were joining the family, creating trust and simplifying complex financial planning. I love helping families and enjoy problem solving and the one-on one relationships I have developed with my clients over the years. 

This business is my passion, a passion I want to share with my clients, helping them to pursue their dreams and goals toward and after retirement.  While growing up, we are told, if you love your job, it will not feel like work.  This job is a dream come true and it feels effortless coming to work each day for my clients. 

Dream destinations: London, Ireland, New Zealand, Cancun

My favorite places: Mackinaw Island, Pictured Rocks/Munising, Mount Pleasant, St. Ignace

Enjoyments: Watching Michigan Wolverines and Detroit Lions, Outdoor activities with the family, Country Dairy Chocolate Milk, Hunting (whitetail), staying fit

Achievements: Played D1 baseball -Central Michigan (Fire up Chips!), successfully skydived, Rotary President, Silver award winner for Ludington Daily News Best Financial Advisor 2022