I help people explore how to protect their finances, families and legacies. I work with clients to identify and implement long-term savings strategies tailored to what’s important to them, whether that is retirement planning, leaving money for heirs, donating to philanthropical organizations or other goals.

I begin my work with a new client by understanding their individual needs, goals and priorities. I'm available to work closely with their attorney, accountant or other professionals to ensure seamless service, and I'm often considered part of the client’s family.

I hold an insurance license and Series 7, 63 and 66 securities registrations. I earned a bachelor's degree in marketing from Truman State University.

A native of Chicago’s south side, I've spent all my life in the Chicagoland area where I am an active community volunteer. I serve on the board of Youth Opportunity United, NephCure Kidney International and the Paul W. Caine Foundation. I'm a former president of the Kiwanis Club of Evanston, Connections for the Homeless, the Evanston alumni chapter of Kappa Alpha Psi and the Chicago chapter of the National Sales Network. I've also held leadership roles with the Evanston Community Foundation, the Evanston ReBuilding Warehouse and United Way. I'm a past Evanston Chamber of Commerce Nonprofit Person of the Year.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Cooking
  • Reading
  • Personal Fitness
  • History and Museums
  • Social Responsibility

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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