CA License #0K27405
MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in our Naperville office. I began my financial services career in 2000, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my husband, Bob, and our two adult sons, Brian and Matt. We like to hit the ski slopes or relax at the beach as a family. We are huge Chicago Cubs baseball fans, and love watching Marquette University and Duke University basketball. I enjoy biking, hiking, reading and a variety of fun exercise classes.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Executive Services
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
EDUCATION AND CREDENTIALS
- Le Moyne College, Bachelor of Science Degree in Business Administration
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2008