Judi brings strategy and organization through the financial guidance she provides--especially as people go through life's transitions. She specializes in investment management and retirement planning for individuals, families, and small businesses. Her approach brings organization, clarity, and direction to people's financial lives. Clients gain a sense of control as they go through significant life transitions.
Judi graduated from Michigan State University with a Bachelor of Arts in Finance. She spent the first ten years of her career in the banking world of investment management at institutions in Michigan, New York City and London, England.
Judi attained the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 1996. Her education and 25+ years of investment experience enable her to effectively help clients work toward achieving their financial goals. She is a strong advocate in assisting women and serves as a resource in regards to their financial education and independence. Judi has also worked with employer sponsored retirement plans and educating employees. She brings a personal touch to working with clients and believes in a holistic approach to solving problems.
She is a member of the Financial Planning Association. Dedicated to ongoing education, Judi understands the importance of professional standards and is committed to competent and ethical behavior.
Judi married her husband Pat in 2006 and they enjoy an active lifestyle boating on the Great Lakes and share an interest in winter sports as well. She volunteers her time as a mentor to teenage girls and is actively involved with the Junior Achievement program.