Advisor profile


What you can expect when you work with me

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.

Get started
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®
  • MBA- Masters of Business Administration
  • Series 5 - Interest Rate Options Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Western Illinois University - Bachelors of Finance
  • Western Illinois University - Masters of Business

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Client Experience Award, 2020

Professional associations

Previous experience

  • Morgan Stanley, August 1982 - August 2012
  • EF Hutton, 1980 - 1982

Community participation

  • Board member of Fox Valley Christian Action
  • Member of Christ Community Church in St. Charles, IL
  • Serves on the Haiti Advance Team
  • Mentors young adults
  • Volunteers at Hesed House (homeless shelter)
  • Leads International Service trips
  • Served on fundraising committee for 3 years to build a hospital in Haiti – construction was completed in Jan 2010.
  • Sponsors and mentors children at Kings Garden Orphanage in Haiti
  • Teaches free classes on financial stewardship to young adults and the underprivileged

Interests

  • My husband Bob and I have been married for 40 years.
  • We have 2 children- Our daughter Jenna is married to Andy . We have been blessed with 2 granddaughters - Genevieve and Mariella . Our son Matt lives in Chicago and works in the financial services business.
  • We have a golden retriever, Sam, that always welcomes us with open paws!
  • I love to travel with a purpose. My favorite spots include Haiti, Sierra Leone, and Israel.
  • We have partner organizations in each location that we come alongside assisting in orphan care, feeding programs, educational conferences, medical clinics, and youth initiatives.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.