I help my clients review their options to plan for retirement, often working with the client’s accountant, attorney and other professionals to develop a suitable investment strategy .

One area of focus is working with those going through a life transition after losing a spouse to death or divorce. Such life circumstances create unique financial challenges, as I know from personal experience. I appreciate the opportunity to serve as a sounding board about the concerns these clients have and help develop a strategy for their future that considers their desired lifestyle as well as options for reducing debt and minimizing tax burden.

My three children and I are long-time residents of the Des Plaines and Mount Prospect area in the Chicago suburbs. I am active in the Kiwanis Club of Des Plaines, the Des Plaines Chamber of Commerce and the Federal Reserve Bank’s Money Smart Week. I am past president of Prospect Band Boosters and the Forest View PTO.

I earned my MBA from Northwestern University and a bachelor’s degree in computer science and engineering from the University of Illinois in Urbana-Champaign.

I work with my long-time branch partner, Vivian, to find convenient times in our clients’ busy schedules to meet face-to-face so we can develop the personal relationships important to truly understanding each person’s needs, priorities and financial goals.

Focus areas

  • Divorce Finances
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Hiking
  • Pickleball
  • Gardening

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More