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
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
34
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
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • Bachelor of Arts Degree from University of Illinois.Graduated in 1982

Interests

  • I enjoy spending time with my family and friends traveling, kayaking, playing pickleball and basketball
  • Volunteer work in the community, including Habitat for Humanity, Central Illinois Foodbank, St. John's Breadline, and Helping Hands
  • Attending professional and college games, University of Illinois and UIS functions, and concerts
  • Participating in antique auto shows and cruise-ins

Community participation

  • Board Member for Habitat for Humanity Sangamon County
  • President of the Springfield Area Illini Club for the University of Illinois
  • Past President of the Sangamon Valley Estate Planning Council
  • Past Commodore of Island Bay Yacht Club
  • Past President of the Springfield Lake Shore Improvement Association
  • Catechism Teacher
  • Volunteer for the Friend in Deed
  • Central Illinois Foodbank Volunteer
  • Sponsor of food drives and coat drives
  • Festival of Trees Sponsor
  • Catholic Charities and St. John's Breadline Sponsor and Volunteer

Awards & recognition

  • Ameriprise Hall of Fame, 2016
  • Ameriprise Diamond Ring Club, 2003
  • Ameriprise Circle of Success, 1990-2019

Professional associations

  • Sangamon Valley Estate Planning Council
  • Chatham Chamber of Commerce