My passion is to understand your financial needs and goals. Leading with empathy, 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 are proud to work for 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 former president of the Lake Forest Caucus and as a member of Lake Bluff/Lake Forest Kiwanis Club. 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 the best possible client support. She has been with me and our branch since the beginning.

With clients in 24 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!

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Golfing
  • Cooking

Office Information

Office Hours

Office Hours
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
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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