Ceree joined our team in 2022 and brings a wealth of knowledge, with 20 years of experience in the investment industry. She holds a bachelor’s degree in Business Administration and Marketing from Franklin University, as well as the Chartered Retirement Planning Counselor™ certification. Ceree is dedicated to supporting the firm’s operations to enhance client service and overall company efficiency.

Originally from Northeast Ohio, Ceree relocated to Michigan in 2009 after six years on Florida’s southern Gulf Coast. She is passionate about animal rescue and serves as treasurer and board chairman of Best Buddy Pet Rescue, a 501(c)(3) nonprofit out of Lake Orion. In her free time, Ceree fosters cats & kittens, supports community animal welfare efforts, and enjoys frequent trips to Ohio and Florida to spend time with her family.