My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits

Education

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

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2024, 2025

Community participation

Interests

I enjoy snow skiing. My favorite place to ski is at 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.