In 1986 I began my career with the Vanguard Group of Mutual Fund Companies and throughout my career have built a specialty in the unique financial needs of families, retirees and women. I've acted as a wealth planner specializing in multi-million dollar account management, business plan development, tactical asset allocation, comprehensive tax planning, retirement planning, legacy planning and charitable giving.
I earned a degree in Economics from the University of Michigan -Dearborn. I live in Grosse Pointe with my husband Jerry where we raised our three daughters. We now enjoy being actively engaged in our community, golfing, traveling, and spending time with our rescue dogs, Ozzie and Roo!
I joined Antonelli Financial Advisors in November 2017 after earning a degree from the Mike Ilitch School of Business at Wayne State University where I majored in Finance. As an Associate Wealth Advisor, I bring a fresh perspective to the financial planning process. I enjoy establishing relationships with clients and assisting them every step of the way. I obtained my Financial Paraplanner Qualified Professional™ designation in 2018 and passed the FINRA Series 65 exam in 2019.
When I am not at work, I enjoy playing volleyball, golfing, and camping and hiking with my fiancé Joel and our two dogs, Riley and Murphy.
I am the first employee you will meet at the office, I'm the official guest greeter. I wander around the office making sure nobody gets too stressed out.