picture of a planner

Here to act in your best interests

About me

As a financial planner for over 15 years, I have expertise in several specialties including comprehensive financial planning, and maintaining retirement income. In my spare time, I enjoy Travel with friends, going to concerts and cheering on my Chicago Cubs. My motto is to start the day doing the hardest tasks – after that, everything gets easier.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Bachelor of Arts, Political Science - Loyola University

Visit one of our Locations

Chicago III - Mokena

18927 Hickory Creek Drive

Suite 310

Mokena, IL 60448

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?