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

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies


  • BFA™ Behavioral Financial Advisor
  • CMFC™ Chartered Mutual Fund Counselor™
  • ChFC® Chartered Financial Consultant®


  • B.A., History, DePaul University, 1998


  • I started running in 2008 and have now completed more than 60 races in 6 states.
  • I grew up in the Chicago area. I love working in South Florida, but I am loyal to Chicago sports teams. Go Bears!
  • My husband and I got adopted by an angry stray, ten years ago, and that's how I discovered I love cats.
  • I love to travel. I have been to both the Taj Mahal and the oldest house in Fargo, North Dakota.