CLIENT SERVICE ASSOCIATE
MY FINANCIAL SERVICES CAREER BEGAN IN 1984
I started my financial career in 1984 after taking a financial markets class at Illinois State. My first job in the industry was as a runner on the grain floor of the Chicago Board of Trade. After spending over 20 years in the Commodity side of the investment world, I moved to wealth management. I enjoy learning the many different layers of the financial investment industry. I take pride in accurately preparing and processing client paperwork and requests and helping them achieve their financial goals.
MY PRIVATE VISTA
My Private Vista is spending time with family and friends and hanging out by the pool in warm weather. It is also taking every day one day at a time, doing spontaneous road trips for the weekend.
EDUCATION
Bachelor’s Degree in Economics, Illinois State University
Minor Degree in Business Administration, Illinois State University