Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Masters of Business Administration, Aurora University, Aurora, IL 1999
  • Bachelor of Arts, Northern Illinois University, DeKalb, IL 1990

Interests

  • AYSO Soccer Coach
  • Cooking
  • Woodworking
  • Container Gardening
  • College Football
  • Reading mystery novels
  • Chicago White Sox
  • Scrabble
  • Going to music concerts/theatre/opera with friends and family
  • Helping my 3 kids with their activities

Community participation

  • Former 4th Ward Alderman, City of DeKalb, IL
  • DeKalb Rotary Club, Past-President
  • Former Chair, Finance Advisory Committee, Dist. 428 DeKalb Schools
  • NIU Huskies Athletic Association, Past-President
  • Former Chair, Christ the Teacher Parish, Finance Committee
  • Former Village Trustee, Village of Shabbona, IL
  • Meals on Wheels