2056 Westings Avenue
Naperville, IL 60563
Toll Free: 866-331-6250
CA License #0K27405
My Community Activities
- 100 Women Who Care, Volunteer
- Naperville Responds For Our Veterans (NRFOV), Volunteer
- Saint Peter and Paul, Member and Volunteer
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in our Naperville office. I began my financial services career in 2000, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my husband, Bob, and our two adult sons, Brian and Matt. We like to hit the ski slopes or relax at the beach as a family. We are huge Chicago Cubs baseball fans, and love watching Marquette University and Duke University basketball. I enjoy biking, hiking, reading and a variety of fun exercise classes.
Areas of Concentration
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Executive Services
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
Education and Credentials
- Le Moyne College, Bachelor of Science Degree in Business Administration
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2008
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial consultant has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.