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

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Education

  • DePaul Driehaus College of Business - Master of Business Administration
  • Michigan State University - Bachelor of Arts in Finance

Previous experience

  • Risk Portfolio Manager, JP Morgan Chase, Chicago, IL, 2018-2023
  • Risk Portfolio Manager, 5/3 Bank (MB Financial Bank), Chicago, IL, 2011-2018
  • Commercial Banking Officer, 5/3 Bank (MB Financial Bank), Chicago, IL, 2006-2011

Interests

  • Spending time with my four wonderful children, my incredible husband, immediate family and friends
  • Staying active and enjoying outdoor activities such as golf, hiking, and snowboarding
  • Traveling and trying new restaurants

My photos

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