Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA in English & Philosophy, Purdue University, 1992

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

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

Awards & recognition

  • Five Star Wealth Manager, Chicago Magazine, 2013 - 2016