My parents retired because they believed they "deserved" it, even though they hadn't saved for it. They still had a mortgage and would borrow money against it to take a vacation or to pay large bills. Then my mom died. They had life insurance only on my dad since he was "supposed" to die first. After Mom passed, Dad's bills stayed the same even though the household income was cut in half. He didn't have the option to pay half of the mortgage or half the electric bill. Dad tried to trim expenses but continued to struggle.

It made me realize things don't always happen the way we think they will. We need to prepare for any and every possible scenario.

As a result, I became a financial advisor so that I can help folks retire with dignity and continue to lead a happy and abundant life. In my practice, I work with people who are willing to explore all the "what-ifs" and take practical stops to address various retirement scenarios. I will work with you to create a strategy that makes sense, is easy to understand and, most importantly, fits your situation. I do not want anyone to end up like my parents.

My business administrator, Char, and I will help you organize your financial goals and help keep you on track. We look forward to having you visit our office.

We strive to help families build their plan so they will not end up like my parents. We create an environment where you will feel more like our friend than our client. Once you do become our client, we consider you to be part of our "family".

As a member of the Palatine/Rolling Meadows community, we work to help others. This past holiday season, we conducted a food drive and gave out homemade masks. I serve on the Rolling Meadows Chamber board and the Economic Development Committee.

When I am not working, I enjoy a healthy lifestyle that includes walking, pickleball and vegetable gardening. I have been married for over 30 years and am the very proud mother of two adult children.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Gardening
  • Spending Time with Family
  • Swimming
  • Walking

Office Information

Office Address

4811 Emerson Ave Ste 109 Palatine, IL 60067

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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