EDUCATION

• Bachelor’s Degree in Finance, St. Louis University

COMMUNITY

• Girls in the Game, Board Member and Finance Committee Member
  

• The Fairway Network (for women who love to network & golf), Board Member
  

• Big Brother, Big Sister of Chicago, Big Sister
  

• Project Venus, where women are connected, supported and inspired to enrich their lives through financial planning, education and partnership, Co-Founder
  

• Got Money Moxie? Provides a safe environment for successful women to explore and discuss their emotions around money, Founder
  

• Lilac Tree, Past Chair of the Board of Directors
  
  

MY FINANCIAL SERVICES CAREER BEGAN IN 1992

I have built my entire career in the financial services industry as a trusted partner and sounding board for my clients. My clients feel safe sharing their dreams and fears about money and life. I help them manage their emotions around their wealth so they can tune out the noise that might get in the way of making financial decisions that are right for them and their loved ones. I focus on working with women in transition — divorce, widowed or retiring senior executives. It is extremely gratifying to see them flourish as they move from a place of feeling overwhelmed and frightened to one of confidence and clarity. My clients appreciate that I use my sense of humor to allow them to let down their guards, so they can have the necessary conversations to move forward. I have also given many speeches and written articles about the financial aspects of divorce and how to become empowered financially during this highly emotional time.

MY PRIVATE VISTA

My future dreams are full of travel around the world, including Australia and New Zealand, playing golf in Ireland and Scotland and a safari in Africa. Aside from travel, I dream of performing at Second City. I love to make people laugh. Locally, you will find me on the golf course, cooking for friends and family, playing with my cats or relaxing on my deck with a book.

PUBLICATIONS

• Interview: Kim Vatis, NBC regarding what women need to know about their finances when going through a divorce

• Article: Tracking your expenses during and after a divorce

• Article: Understanding how divorce impacts your Social Security Benefits

• Presenter: “How to get your Clients forward focused” to Association of Divorce Financial Professionals

• Presenter: “Seven tips to help your clients feel confident about their settlement” to the Chicago Bar Association, Family Law Division

• Panelist: “The role of the financial neutral on the Collaborative Divorce team” for Illinois Chapter of AFCC

• Panelist: Various programs at the Lilac Tree discussing the financial aspects of divorce.