Advisor profile

What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
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
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Small Business
  • Tax Planning Strategies
  • Domestic Partner Planning

Education

  • Business, Saint Xavier University, Chicago

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, AG Edeards & Sons, 2002-2007

Community participation

  1. I am involved with Live Like Abby Organization
  2. I am involved with St Germaine Men's Club

Interests

  • Spending time with my family
  • Playing golf
  • Big College basketball fan
  • Enjoy coaching basketball