Financial Planning Associate
Mallory is the first face you’ll see when stopping by our Michigan office. She plays an essential role in the team's financial planning process by working behind the scenes and coordinating administration efforts.
After finishing her third year as a middle school teacher, Mallory joined our team in June of 2022. She is excited to continue to learn and grow her interpersonal and finance skills.
Mallory currently resides in Farmington, MI with her husband, C.J. Outside of the office, she enjoys reading and spending time with her family on the lake in Elk Rapids.