Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Investments
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 & 66, General Securities Representative, Uniform Securities Agent

Education

  • Rockford College, Bachelors Degree in Business Administration, May 1999

Interests

As a lifelong resident of Rockford, IL I enjoy exploring Rock Cut State Park, going to the City Market, and visiting Anderson Gardens.

I love spending time with my family and friends.

I enjoy traveling, hiking, kayaking, and capturing memories through photography. One of my biggest goals is to visit all the major National Parks with my husband, Mike.

Community participation

Member of the Rockford Chamber of Commerce

Supporter of Rockford Area Arts Council - Office converted to gallery for local artists during ArtScene

Volunteer organizer for clients and guests at Northern Illinois Food Bank

Professional associations

  • Rockford, Illinois Chamber of Commerce