EDUCATION

• Bachelor’s Degree from Dartmouth College

• MBA from the University of Chicago

 

COMMUNITY

• Common Hope, a non-profit headquartered in Guatemala

• Member, LaGrange Country Club

MY FINANCIAL SERVICES CAREER BEGAN IN 1997

My career began at The Advisors Group of Chicago in 1997 as an advisor. I feel extremely fortunate to have found a career that combines my enjoyment of the technical aspects of planning and investing with the rewarding role of trusted advisor to my clients. My fulfillment comes from building strong relationships with clients and helping them achieve both their financial and life goals.

 

MY PRIVATE VISTA

My Private Vista includes continuing my love of mountain climbing, which I’ve enjoyed over the years with my kids. I’m currently about halfway through the list of fifty-three 14,000-foot peaks in Colorado, and I hope to do them all before my knees give out! I love being outdoors and climbing, but in summer I also enjoy working on my golf game. And playing a lot of paddle tennis makes Chicago winters almost enjoyable.