I’m a Private Wealth Advisor with over 25 years of combined experience in insurance and financial services. Over the years, I’ve had the privilege of coaching clients through every stage of their financial journey—from building wealth and protecting their families to transitioning businesses and planning legacies.
I don’t believe financial planning is just about numbers—it’s about people, values, and choices. It’s about creating a life that reflects what truly matters most.
At Workman Wealth, I help individuals, families, and business owners navigate the full spectrum of financial planning: building strong foundations, managing debt and assets, investing wisely, planning for retirement, protecting loved ones, and preparing for life’s unexpected moments.
I partner closely with estate planning attorneys and accountants to ensure each aspect of my clients’ plans is implemented seamlessly. Every family and business is unique, so my approach is always personal. I start with a conversation—learning what’s important to you—and build from there.
As a business owner myself, I understand that personal and professional finances are deeply connected. I help entrepreneurs evaluate the health of their businesses, plan for succession, and create transferable value for the next generation.
I’ve had the honor of speaking for organizations like the Michigan Association of CPAs, the National Hospitality Conference in Las Vegas, the German Professional Women’s Association, and several local Chambers of Commerce. I’ve also been featured in industry publications and Condé Nast.
I’m a member of the Business Intelligence Institute (BII), trained by Pinnacle Equity Solutions, and the International Exit Planning Association (IEPA). Through these programs, I work with business owners to assess their readiness to exit and guide them through a structured six-step process to create a transferable business.
You might say I’ve made a career out of helping others turn life’s bushels of lemons into something far sweeter. When life handed me my own, I built a lemonade stand—figuratively speaking. As a young widow and mother of three, I learned firsthand how vital it is to have a plan and a trusted guide. That experience shaped my passion for helping women gain financial confidence and the tools to navigate life’s unexpected turns.
Today, I’m proud to call Warren, Michigan, home, where I’m raising my youngest daughter and am a proud mom of two adult children. I’m active in my church, serve on the board of the German Professional Women’s Association, volunteer with The Salvation Army, and lead my daughter’s Girl Scout troop. When I’m not working with clients or volunteering, you’ll probably find me on my bike or enjoying time with my family.
At the heart of my work is a simple mission:
To help people make sound financial decisions so their money works as hard as they do—creating security, freedom, and opportunity for the life they truly want.