Trust. Integrity. Mutual respect. These are the operating principles we rely on when we work to develop an investment approach that is designed to meet our clients’ financial goals and objectives. Our client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
We offer objective advice with a commitment to putting our clients’ interests first.
From the most basic to the complex—we work with you to develop a financial approach to meet your goals and objectives.
For information about our advisory services, we are available by phone, email, or in person.
RBS is a wealth-management firm for multigenerational families. We never lose sight of what is most important to our clients whether it’s leaving a family legacy, aspiring to adopt a lifestyle that allows pursuit of personal interests, or having the time and security to check items off their bucket list. We have developed and refined a process to clearly understand and address the needs of our clients, driven by what matters most to them. This gives us a complete picture to help them achieve their financial and lifestyle goals.
I started my financial advising career in 2009, but my story began five years earlier. I fell in love with following the economy and market psychology while trading options with my dad. We would strategize and determine what the next move was. During that period, I was approached and asked why I don’t do this for a living. I began my career at Edward Jones, which allowed me to learn more than I ever expected about the market and investments.
During my tenure, I was taught portfolio construction, account-specific details, estate and tax tools. In 2021, I expanded those skills by affiliating with Benjamin F. Edwards. This partnership will allow me to further my passion for serving clients to meet their long-term objectives while helping to manage risk.
Client Services Manager
I began my financial services career in 2017 and have over 20 years of client service experience. I enjoy building relationships and trust with clients and helping them achieve their goals. At RBS Wealth Management, I focus on office management and client-service responsibilities.
I was born, raised and live in Portland, Mich., with my husband and two sons. When I’m not in the office, you can find me at the Motocross track cheering on my boys or relaxing at home with family.
RBS Private Wealth Management is associated with Benjamin F. Edwards Wealth Management,SM LLC, d/b/a Edwards Wealth Management,SM (EWM), an SEC-registered investment adviser; and its affiliate Benjamin F. Edwards® & Co. (BFE), a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC.
EWM and BFE are affiliates through their common ownership by Benjamin Edwards, Inc.
Depending on the context, the name “Benjamin F. Edwards®” refers to either EWM, BFE or both.
Whether you want to prepare for life’s milestones or need to plan for the unexpected, we will work alongside you to help you meet your financial and legacy goals.
SOME SPECIFIC AREAS OF CONCENTRATION INCLUDE:
Advising on Trust, Estates and Wealth Transfer
Retirement Income and Cash Flow Planning
IRA Distribution Planning
Wealth Transition Strategies
Charitable Planning Strategies
Estate Planning Strategies
Retirement and Risk-Planning Services
*Benjamin F. Edwards does not provide legal advice, therefore it is also important to consult with your legal tax professional for additional guidance tailored to your specific situation
We very much look forward to showing you what our client-first investment approach can mean for you and your family.