My passion is to understand your financial needs and goals. I have an established process to build personalized strategies to help you reach your goals and keep you on track throughout your life.
Transparency and open communication are the foundation of our process. Our clients understand the "why" behind their investments, where they are on the path to reach their goals, how often we will proactively contact them and the costs they are paying for our services. We truly believe we work for the most ethical firm in the industry; we are proud to partner with a firm that puts the client first.
Living in Lake Forest since 2004, I am grateful to serve in the community – as an Elder at First Presbyterian Church of Lake Forest, as president of the Lake Forest Caucus and as a member of Lake Bluff/Lake Forest Kiwanis and other local charities. I am passionate about giving back to the community I serve.
My teammate is Judy Joyce, who is my branch office administrator. Judy is very driven to provide all of our clients with the best possible client support. She has been with me and our branch since the beginning.
With clients in 17 states across the United States, our practice continues to grow as we deeply serve all who work with our team.
We would be proud to have you join us!
My Personal Interests
Office Address840 S Waukegan Suite 205
Lake Forest, IL 60045
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||09:00AM - 11:30AM|
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