Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • Master of Business Administration
  • ChFC® Chartered Financial Consultant®
  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA in Accounting at DePaul University, Chicago IL
  • BS in Communication at Southern Illinois University, Carpondale IL

Interests

  • I enjoy reading, travelling, and attending the opera

Community participation

Member of Altrusa International, Polish Women's Civic Club. Member of the Library and Communication Committees for the Union League Club of Chicago

Professional associations

  • The American Institute of Certified Public Accountants
  • Illinois Certified Public Accountants Society
  • Financial Planning Association
  • Society of Financial Service Professionals