I joined ISTO Advisors in early 2024. Prior to joining the team, I was an advisor at Plante Moran Financial Advisors; I have been a CERTIFIED FINANCIAL PLANNER® professional since 2022. I graduated from Oakland University in 2020 with a Bachelor of Science in Finance and minors in Mathematics and Marketing. My commitment to providing excellent client service and developing relationships with our clients makes me a great fit for ISTO. 

I live in Clawson with my husband, Michael. We enjoy traveling, being outdoors, attending mass, and spending quality time with our family and friends.

Why I joined ISTO…

I joined ISTO for their core values. I wanted to be surrounded by people of the highest character and integrity – colleagues that would develop into friends, who wouldn’t expect me to put on a façade when I get to work, who truly care about me and my individual goals and success. I wanted to be a part of a team that strives to provide excellent service to our clients and invites ideas for innovation and improvement – always striving to be better. I wanted to be on a team that allows me to serve my clients to my best ability – in a way that allows me to honestly say that we are doing our best work for them, always. At ISTO, we offer our clients something that truly no other firm does, and that was very exciting to me. I wanted to be a part of a growing wealth management firm that gives me the opportunity to make a difference in the lives of my colleagues, my clients, and those in my community.

How I am In Service To Others…

How I am In Service To Others…

As a Wealth Advisor, I serve my clients by helping them build a financial plan that aligns with what matters most to them. It is about much more than building an investment portfolio – it’s about building trust, working through challenging and sometimes life-changing decisions together, and helping clients live with intention and confidence. My goal is to be a steady partner through every step of my client’s financial journey.

The Core Value I resonate most with at ISTO is…

The Core Value I resonate most with at ISTO is…

Putting others first… always. This core value resonates with me the most because in my opinion it reflects the same message as the bible verse: “In everything, do to others as you would have them do to you” (Matthew 7:12), which is a rule I have always strived to live by. If we all put each other first, we will foster stronger relationships, develop a supportive and positive community, and better serve one another.

Meet More Team Members

Kara Mitchell

Director of Wealth Advising

Karole Lams

Senior Client Service Associate

Eddie Sharrak

Business Operations Specialist

Sandra Noworul

Director of Coaching & Culture

Erica Crosby

Client Service Associate

Holly Burton

Executive Assistant to Paul Housey

Myah Burke

Operations Associate

Jenna Holzberger

Wealth Planning Associate

Craig Einhorn

Client Service Associate

Kayla Palmer

Client Service Associate

Kyara Gonzales

Operations Liaison

Thomas Kaliszewski

Client Service Associate

Tyler DeCoster

Director of Wealth Planning

Josh Kinnee

Wealth Advisor

Adam Legg

Wealth Planner

Katie Gillman

Senior Wealth Advisor

Julia Maguran

Wealth Advisor

Kayla Smiley

Executive Assistant to Chris Fisher

Alexander Legg

Wealth Planning Associate

Madison Kukla

Team & Community Specialist

Jill Wall

Chief Investment Officer

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