I have been with Straight Path Wealth since 2017, where I hold the position of Chief Operating Officer. In this role, I oversee various office activities and ensure smooth operations. I completed my studies at Cornerstone University, majoring in Finance with a double minor in Management and Economics. With over nine years of experience in the financial industry, I have gained valuable expertise. Additionally, I am an Enrolled Agent (EA) and prepare tax returns for our wealth management clients. EAs are a federally-licensed tax practitioner with specialized knowledge in taxation. I was born and raised in the West Michigan area and now live in Grandville with my husband Jordan, and our two