Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Iowa State University-Bachelor of Business Administration, 1991 Accounting

Interests

  • Ran the 2003 and 2005 Chicago Marathon

Community participation

  • On the board of Chicago House
  • Past president with The Chicago Area Gay & Lesbian Chamber (Now LGBT Chamber of Commerce of Illinois)

Awards & recognition

  • Ameriprise Circle of Success, 2012-2018