My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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46
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Northeastern Illinois University, BS Economics 1980

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2010, 2012, 2013

Previous experience

  • Smith Barney Vice President of Investments, 1994-2006
  • Wells Fargo Vice President of Investments, 1991-1994
  • Merrill Lynch Vice President of Investments, 1980-1991

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I have been an strong advocate for spinal cord injury and have contributed to the Miami Project to cure paralysis.

Interests

In my free time I enjoy traveling to differnet countries, reading, taking long walks and I am big fan of Chicago sports.