Passionate about helping people achieve their financial goals, I am dedicated to guiding both clients and my community with integrity and care. Whether in my professional or personal life, I believe in partnering with others to foster responsible stewardship of resources and create stability during life's transitions.
After earning my degree from Judson University, I launched my career in banking, gaining experience in trust administration, financial planning, and investment management. This comprehensive background allows me to understand all facets of a client’s financial landscape, empowering me to provide tailored guidance through even the most complex financial situations.
Throughout my journey, I’ve been fortunate to learn from inspiring mentors and to give back to my community. I serve as Treasurer for the Zonta Club of St. Charles, Geneva, Batavia; chair the Zonta International Investment Committee; and lead the DuPage Foundation Professional Advisor Committee. Additionally, I sit on the board of the Zonta Club, and mentor future financial advisors preparing for the CFP® exam.
As a CERTIFIED FINANCIAL PLANNER™ and member of several professional organizations—including the DuPage Foundation and the Financial Planning Association—I stay connected to the latest in financial planning and community service.
Outside of work, I cherish time with my two adult children, exploring new places through travel, staying active, and diving into compelling fiction and non-fiction mysteries.
Above all, I aim to provide a sense of stability and clarity during times of change, empowering those I serve to feel confident in their financial decisions. If you're seeking a trusted advisor who combines deep financial expertise with genuine care, let's start a conversation. Whether you're planning for retirement, navigating a major life change, or simply want clarity and confidence in your financial future, I'm here to guide you every step of the way.
Reach out today to schedule a consultation and take the first step toward financial peace of mind.