With over 30 years of experience in the financial services industry, I joined Family Focused Financial with my primary goal being to help investors like you pursue your unique personal goals by understanding what is most important to you. Whether those goals include planning topics such as financial, investing, insurance, longevity or planning for life’s many adventures, we can co-create a customized strategy to help meet your needs today and those throughout your life. This may include working with your other professional partners to ensure that you’re protected in all areas, such as estate and tax planning.
I earned a bachelor’s degree in finance from Northern Illinois University, De Kalb and an MBA from DePaul University, Chicago. Additionally, I have earned the prestigious CFP® certification in 2009, attaining additional education in the areas of financial, retirement and estate considerations.
My clients know that every day, my goal is to help them visualize the life they want to live. I desire to work with individuals, families and businesses who seek the guidance, advice, and education from a financial advisor and who are committed to financially strong habits to pursue their goals. Our office provides personal and high-touch service as well. I look forward to meeting you and successfully partnering with you all the days of your life.
On a personal note, I live in Yorkville, IL with my husband, Scott. We have been married since 1997. We have a son, Cameron, a daughter, Olivia, and a dog, Jilly.