Advisor profile

What you can expect when you work with me

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.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Education

  • BS Bachelor of Science in Finance from Eastern Illinois University, Charleston, IL

Interests

As a mom to two little boys I always enjoy spending time doing activities with them including bike ridding, boating on the Chain of Lakes and playing in the snow. Cooking and baking is another passion of mine as well as scrapbooking.

My family and I also enjoy traveling.