After selling my financial advisory practice eight years ago, I have decided to re-enter the financial services industry as a Financial Advisor with Four Financial Management in Ann Arbor.
As you may know, I began my career in financial services in 1997 and built my firm, White House Financial Services LLC, one client at a time over the next decade. In 2014, I decided to make a career change and sold my practice to Four Financial
Management, who was my top pick after reviewing over 65 offers from potential suitors.
After selling my firm to Four Financial Management, I spent the following eight years running a niche life insurance practice and
building a successful fitness and nutrition coaching business with my eldest daughter.
In January of this year, however, I realized that I truly missed helping people with their finances and investments. The partners at Four Financial Management reached out to see if I would be interested in returning to the financial advisory and investment management business with their firm. After several meetings, I realized that since purchasing my practice in 2014, they built the firm I was trying to build for 13 years. I know they have taken great care of my clients since I sold my practice, and I am ready to continue growing with them - it feels like I’m coming back home!
I am so thankful for this opportunity because I feel my talents will help a significant number of people. I am excited to once again give families peace of mind by managing their financial affairs through comprehensive financial planning, investment management, insurance planning, and tax and estate planning.
We are currently in the process of updating the Four Financial web site, however, feel free to check out the current site at www.fourfinancial.com for more information about my "New"/"Old" firm!
Dedicated to your success!