Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Women's Financial Strategies
  • Domestic Partner Planning
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Member, Financial Planning Association

Interests

  • I support the Troops by sending care packages overseas
  • Volunteer for Greater Chicago Food Depository

 

Community participation

Koney Wealth Advisors Give Back:

This year Koney Wealth Advisors are partnering with NAWS of Mokena, IL. NAWS is a south suburban animal welfare organization that focuses on rescuing animals and finding their forever loving home. To show our support for this organization we are collecting blankets, towels, leashes, collars, toys and more to donate to help our furry friends in need.

If you are interested in supporting this cause, feel free to drop off your donations at our Orland Park or Oakbrook offices.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2003 - 2016
  • Five Star Wealth Manager, 2012 - 2014