OUR TEAM
In 1986 I began my career with the Vanguard Group of Mutual Fund Companies and throughout my career have built a specialty in the unique financial needs of families, retirees and women. I've acted as a wealth planner specializing in multi-million dollar account management, business plan development, tactical asset allocation, comprehensive tax planning, retirement planning, legacy planning and charitable giving.
I earned a degree in Economics from the University of Michigan -Dearborn. I live in Grosse Pointe with my husband Jerry where we raised our three daughters. We now enjoy being actively engaged in our community, golfing, traveling, and spending time with our rescue dogs, Ozzie and Roo!
I joined Antonelli Financial Advisors in 2024, bringing a background in financial planning and asset management. I graduated with a B.A. in Economics from Gettysburg College in 2001, and had a fulfilling career in the asset management distribution side of finance before taking time off to raise a family. My return to finance in 2016 was inspired by helping my mother during her divorce, with a renewed focus on working with individual investors and aiding women through financial transitions.
Earning the Certified Divorce Financial Analyst® and Accredited Investment Fiduciary® designations has enhanced my ability to support individuals and couples with their financial planning and investment management needs. I enjoy DIY home projects and spending leisure time with my husband Jay, and our teenage children Jackie and JP.
I joined Antonelli Financial Advisors in November 2017 after earning a degree from the Mike Ilitch School of Business at Wayne State University where I majored in Finance. As an Associate Wealth Advisor, I bring a fresh perspective to the financial planning process. I enjoy establishing relationships with clients and assisting them every step of the way. I obtained my Financial Paraplanner Qualified Professional™ designation in 2018 and passed the FINRA Series 65 exam in 2019.
When I am not at work, I enjoy playing volleyball, golfing, camping, and hiking with my husband Joel and our two dogs, Riley and Murphy.
Ozzie
CHIEF STRESS RELIEVER
I am the first employee you will meet at the office, I'm the official guest greeter. I wander around the office making sure nobody gets too stressed out.