I have been working in the financial services industry since 2003. As Director of Operations at Dunleavy Wealth Management, I help high net-worth individuals navigate their diverse and complex financial needs. In doing so, I’m happy to offer recommendations for asset allocation, funding for education, retirement and long-term care insurance. In addition, I enjoy working closely with business owners, executive teams and their advisors to address both their personal and professional financial concerns.

Education

I received my Bachelors of Science in Anthropology-Zoology in 2000 from the University of Michigan.

Professional Registrations

My professional registrations include:

• Life, Accident, & Health Insurance Licensed
• Series 7, 63 and 66

Memberships & Affiliations

I am actively involved in several organizations including:

• Lake Orion Chamber of Commerce
• National Organization of Women
• Financial Services Institute

On a Personal Note

I live in Lake Orion with my husband, Sean, our two boys, and our many rescue animals.