Having confidence about your financial future is our goal for you. We serve a broad range of clients including retirees, pre-retirees, business owners, corporate executives and their families.

As a financial advisor who has earned the Chartered Retirement Plan Specialist (CRPS™) designation, I bring an advanced level of knowledge and skills to workplace retirement plans. Why does this matter? Equity compensation affects the entirety of your financial life and it is confusing and complex. Partnering with an experienced financial advisor can help you understand these complicated benefits and how it fits into your overall strategy.

I am a graduate of Loyola University of Chicago and I have earned the CFP® certification.

Together with my dedicated branch team, Amanda Morris and Ana Lopez, we provide personalized service and dedicate ourselves to listening and learning about what is important to you. We use an established process so that we truly understand your unique goals and needs. Knowing that your financial strategy is in capable hands can allow you to relax and enjoy your family, career and hobbies. We want all our clients to experience the freedom that comes with financial security.

Don’t know where to start? Not sure what the many options are and what might be the best path forward? We suggest an initial no obligation get acquainted conversation where we learn about what is important to you and your family, and we share our philosophy and approach to serving our clients. Then, you can decide whether we're a good fit for you.

We look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Divorce Finances
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Art & Theater
  • Gardening
  • Spending Time with Family
  • Traveling
  • Yoga

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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