Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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

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.

My photos

5 albums
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