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
31
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
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelors and Masters degrees from Illinois State University, Normal, IL

Community participation

  • The Penguin Project of McLean County (penguinprojectmclean.org)
  • SOAR program - Special Opportunities in Area Recreation. S.O.A.R. (Special Opportunities Available in Recreation) | Bloomington IL | Facebook
  • Kiwanis Club of Bloomington
  • Women Empowered
  • Wishbone Canine Rescue

Interests

  • Serving my community through involvement with the Penguin Project of McLean County, SOAR(Special Opportunities in Area Recreation), the Kiwanis Club of Normal and Women Empowered is a passion!
  • I enjoy travel, both in the United States and abroad. Learning about others is a way to understand our differences and perhaps see that we are more alike than different.
  • Family is first and foremost, my greatest pleasure is being with family.