Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies

Community participation

Rotary Club of Gurnee

Gurnee Chamber of Commerce

Lake County Estate Planning Counsel

Financial Planning Association of Illinois: North Shore Chapter

Lake County Chamber of Commerce

Member of Downtown Racine Corporation

BCAN; Bladder Cancer Advocacy Network

CVCR; Corporate Volunteer Council Racine County

Make a Difference Wisconsin

Big Sisters of Racine