I was recently promoted to the position of Office Manager/Para Planner at Smalley Investments. I have been with Smalley Investments for almost four years, and previously worked at several mortgage and financial planning firms. I will graduate from Ferris State University with honors later this year with a degree in Business Administration.
Smalley Investments is a boutique wealth management firm located at 2900 West Road in East Lansing, specializing in managing retirement plans for small businesses and non-profits, and providing financial planning and investment advisory services for individuals and families.
In my new role, I will perform investment research, prepare retirement plan quarterly reviews, and assist Smalley in the financial planning process for their clients.
| Job Title: |
Office Manager / Para Planner |
| Company: |
Smalley Investments |
| College: |
Ferris State University, Business Administration, Grand Rapids, MI
|
| High School: |
Livonia Churchill, Livonia, MI
|
| Lives In: |
East Lansing |