I am truly blessed to be one of the few people to have found my true calling in life. Finance intrigued me even as a child – how to control it rather than having it control us. My family saw times of both prosperity and struggle. Eventually, my parents divorced and soon after, my father passed away. My fascination with finance led me to studying it in college where I began to learn about strategies that could have helped my family.

While most of my clients are families and couples whom I adore, there is a special place in my heart reserved for helping women, whether they're married or recently responsible for managing their wealth on their own due to divorce, the loss of a loved one or simply retirement. I've been there and I'll help you through it. It pains me to see a woman feeling anxious or overwhelmed because financial matters simply aren't her cup of tea. That's why I am dedicated to helping my clients achieve their goals, focus on their priorities, and feel safe, empowered and in control of their financial lives. This allows us to make a difference in the multiple generations of the families we serve while keeping the purpose of their money in mind.

To help serve, I earned the CFP®, AAMS® and CRPS® designations.

I am proud that when clients call our office, they reach one of my team members, not an automated service or call center. Julie Tesluk, our Branch Office Administrator, is a former librarian who strives to provide excellent service to our clients. Don't be surprised if she offers a book recommendation or leads you to our office library!

I live here in Roscoe with my son, AJ, and our two rescue dogs, Winnie and Louis. AJ was born prematurely and was even our local Ambassador baby for March of Dimes in 2016. Julie and I both enjoy giving back to our community and have become involved in several organizations to do so.

Together, we can build and protect a future for your family while embracing whatever the next chapter of your life may bring.

Focus areas

  • Divorce Finances
  • Charitable Giving
  • Wealth Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Baking
  • Swimming
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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