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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science in Economics
  • Graduated in 1992
  • Northern Illinois University, Dekalb, Illinois

Interests

I enjoy spending time with family and friends, both at home and on vacations. I devote a great deal of time and consideration planning our trips so that every one is a memorable experience. I also enjoy planning vacations and special events for our extended family.

I am a fan of most Chicago sports teams and attend games whenever possible.

Community participation

  • Volunteer as a coach for my daughter's softball team and my son's baseball team.
  • Member of Holy Cross Catholic Church