Our branch serves affluent long-term investors in the Chicagoland area. Individuals and families turn to us to help demystify the complex universe of investing amid an environment where tax efficiency and wealth transfer planning have emerged as significant concerns of one's financial life.

Our established process helps us identify and understand what’s most important to the families we serve. Individualized evaluation and prioritization is key. We partner with our clients, and their tax and legal professionals, to develop personalized strategies to help them achieve their most important goals.

In addition to my undergraduate education from the University of Iowa, in the fall of 2020 I earned a CFP® certification granted by the Certified Financial Planner Board of Standards Inc. As a CFP® professional, I have completed rigorous training, and am committed to ongoing education and compliance with the CFP® Board’s Code of Ethics and Standards of Conduct.

Also serving our clients is Branch Office Administrator Shannon Nore. Shannon has been serving our clients since 2019. Her passion for serving others is demonstrated through her diligent follow up and exceptional execution of our processes.

Outside of the office, you can usually find me at the gym, cheering on my favorite soccer team, Arsenal, planning my next vacation or spending time at my family's lake house.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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