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 manag...
White House Financial & Settlement Consulting, LLC helps families live an easier and less stressful life through the achievement of their financial goals by providing comprehensive, fee-only, client focused financial advice and exceptional service.