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

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S. University of Illinois/Urbana
  • M.A. University of Chicago

Interests

I enjoy both water skiing and snow skiing. My favorite place to ski is at Vail / Beavercreek, Colorado.

I coach middle schoolers in Cross Country.

I also enjoy regularly reading The Chicago Tribune, The Wall Street Journal, The Atlantic Monthly and Glamour.

I volunteer by tutoring high schoolers through the StepUp program.

Community participation

  • Chicago Women in Publishing
  • Money Smart Week Partner
  • Sauganash Chamber of Commerce
  • Gayborhood
  • Women Belong