My Approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

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
19
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 1 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Intergenerational Planning
  • Investment Management

Education

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

Files for Download

My Videos(2 videos) X