The relationship I have with my clients, both individuals and families, is at the foundation of my business. By discussing concerns, hopes and goals, I work with clients to create a financial strategy that achieves realistic solutions – from creating household budgets to navigating the most challenging of life transitions. Most importantly, I want each one of my clients to achieve confidence in their financial future, versus a place of stress or worry.

What can you expect from me?

Professionalism, thoughtful listening, respect and integrity. I delight in helping others set goals and gain a sense of control over their future. I believe in the power of a family to achieve their dreams when they lean into them. I enjoy teaching others about ways to save, invest and how proactive planning can change the trajectory of their family legacy.

More about me:

I joined Edward Jones in November 2007 and have worked in the financial services industry for nearly two decades. I have been a proud member of the Lake Zurich/Barrington community for over 15 years. Giving back is important to me. I am actively involved in the Chamber of Commerce, the local Ms Business Association, and other various volunteer activities within the community. I have a son, Jaxon, and a sweet goldendoodle puppy who keeps me wonderfully busy and fills my life with both chaos and joy!

Every individual I meet has a different story, needs and goals. It is a privilege to serve as a guide with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation. I would love to hear from you.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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