Associate Financial Advisor
Atalie started as an Associate Financial Advisor with Blue Chip in August 2021.
Prior to that, she worked as a Senior Trust Advisor at Plante Moran with a detailed focus on estate and tax planning, as well as the complexities of trust administration. She has been in the financial services industry for over four years and has always focused on providing exceptional client service.
Atalie graduated with honors from Oakland University where she obtained a B.S. in Finance. While in her undergrad, she also found herself highly involved in student leadership activities such as Orientation and New Student Programs, and serving as Vice President of Community Relations for Alpha Sigma Tau sorority.
During her time in college, Atalie also held various financially oriented internships at Continental Automotive and Faurecia. She pursued the wealth management industry due to her propensity for numbers and desire to always keep learning more. She is passionate about continued improvement and self-growth.
In her free time, Atalie enjoys traveling, strategy-based games, and spending time with family and friends.
Do you have any skills or talents that most people don’t know about?
- One talent I have that most people don’t know about is that I’m an endorsed motorcycle rider. I began riding motorcycles in college and have enjoyed it ever since. (But don’t worry, I always utilize the proper safety gear!)
What is the most interesting class you have taken in your studies?
- At Oakland University, one of the perks of participating in the Honors College was the fact that they offered unique general education classes that counted in place of the standard GenEd classes. Two very interesting classes I got to take were American Experimental Film for my Arts general education credit, and History of Meditation for my Science credit.
Name two truths and one lie about yourself. (Don’t tell which is the lie.)
- I am left-handed.
- My parents are not native to the US.
- I’ve been attacked by monkeys before.