Three words that describe me:
Creative, empathetic, energetic
A passion:
I’m passionate about helping people. That’s one reason why my role is a great fit. I also enjoy helping people through service involvement with Leadership Greater McHenry County and Northwestern Memorial Foundation.
A fun fact:
I have embraced the outdoors from a young age and spend most of my free time in the woods, on a lake or in my garden. If I wasn’t working in the wealth management industry, you might find me guiding people on a trout stream or growing veggies and garlic for my homemade pizzas.
My education:
In addition to a bachelor’s degree from the University of Iowa, I have a law degree from John Marshall Law School in Chicago. I hold a FINRA series 7 and 66 license, I’m a CERTIFIED FINANCIAL PLANNER™ professional, and I am an Accredited Investment Fiduciary.
Why me:
With twenty-five years in the industry, I’m still excited to meet with individuals and business owners, hear their stories and plans, and then develop personalized solutions. I also specialize in creating employer sponsored plans. Aside from my industry expertise, I’m very proud of the great team we have and I know our clients will benefit from our focus on creating long-term relationships.