Three words that describe me:
Grateful, persistent, curious
I’m passionate about helping those less fortunate, volunteering through Family Health Partnership Clinic, and serving the health needs of McHenry County residents.
A good read:
The Psychology of Money by Morgan Housel. When you understand how your emotions and beliefs influence your financial decisions, you will make better choices. It’s never too late to change course.
In addition to a bachelor’s degree from Loras College, I hold a FINRA series 7 and 66 license, I’m a CERTIFIED FINANCIAL PLANNER™ professional, and I am an Accredited Investment Fiduciary.
When I meet with a client, I want to understand their goals and what they might want their future to look like. Then I design a solution that, over time, will help them meet their goals. It’s very rewarding when a client realizes that things might actually work out as they had hoped.