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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7, 63, 66
  • Insurance License for Life, Health, Accident, LTC & Variable Annuities


  • Western Illinois University


My husband, Carl, and I like discovering the Michigan beach towns. We also have enjoyed our travels to Kentucky to visit our daughter Nicole and her husband Rob. We also have fun exploring Chicago neighborhoods with our son Ryan who lives in Chicago.

Community participation

Mill Street Home & School Association - Past Vice President, Past Treasurer, Past Volunteer Coordinator

Cress Creek Country Club - Swim team Past President

Awards & recognition

  • Five Star Wealth Manager, 2016-2021

Professional associations

  • Western Illinois University Alumni Association