Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Family Finances
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

  • BA in English & Philosophy, Purdue University, 1992

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2016

Community participation

  • Volunteer at Northern Illinois Food Bank, to help feed families in need.
  • Serve as chairperson for my high school reunions.
  • Member of The Elks, South Haven and The Moose (Women of the Moose), South Haven, Michigan.
  • Basketball Coach for my 3rd grade daughter.
  • AVIC (Art Volunteers in the classroom), Wild Rose Elementary School, St. Charles, IL

Interests

  • I love spending time in South Haven, Michigan with my family
  • I enjoy "antiquing", reading, cooking and being outdoors
  • Mostly, I love family and being with our four young kids

My photos

5 albums
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