Advisor profile

My approach

We partner with our clients in a long-term, trusting financial advisory relationship. Our team delivers objective tailored financial advice. We bring our clients the peace of mind that comes from having a plan to achieve their dreams and financial freedom.

34
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
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Income Strategies

Education

  • University of Chicago - MBA, Chicago IL
  • University of Illinois - BS, Urbana, IL

Awards & recognition

  • Jensen & Associates, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Wells Fargo Advisors, Chicago, IL, 2010-2015
  • Harris Private Bank, 2004-2009
  • AG Edwards, 2002-2004
  • William Blair & Co, 1987-1995, 1998-2002

Community participation

Current: My Block, My Hood, My City Lead volunteer, Brand Ambassador for Greater Chicago Food Depository, Holy Name Cathedral Lector, Garden Ministry

Past: Mentor with Daniel Murphy Scholarship Foundation, Tutor with Cabrini-Green After School Tutoring, Volunteer with Children's Memorial Hospital Evening Volunteer Program

Interests

Volunteering, photography, travel, biking, live music, reading, baking

My photos

1 albums
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