Sometimes the best careers begin with an unexpected opportunity.
After growing up in Woodridge, Illinois, I accepted what was supposed to be a temporary receptionist position at a local brokerage firm. The more I learned about investing, financial planning, and the financial markets, though, the more fascinated I became. That curiosity launched a career in financial services that has now spanned over 35 years.
I’ve had the privilege of supporting numerous financial advisors and building meaningful, long-lasting relationships with clients. I take pride in anticipating needs, keeping every detail on track, and researching all possible solutions. I enjoy helping people understand the “why” behind their financial decisions. I believe that when clients understand their financial plan, they feel more confident about their future. While financial strategies may evolve, trust, communication, and genuine relationships will always remain my foundation.
I’m always looking for better ways to serve our clients, whether that’s embracing new technology, improving processes, or finding opportunities to make the client experience even better. My goal is for every client to know they have someone they can count on, who will listen, communicate openly, and work diligently to help make every interaction as smooth and stress-free as possible.
When I’m not at the office, I enjoy traveling with my husband, Paul, spending time with our two sons, Sean and Michael, gathering with family and friends, and enjoying the company of our three cats, Milo, Lucifer, and Luna. I also enjoy knitting, crocheting, and creative DIY projects. No matter what I’m doing, I enjoy bringing people together, solving problems, and finding ways to make life a little easier for those around me.