PARTNER, CFP®, CPFA, QUALIFIED PLAN DIRECTOR
Bachelor of Science, Business and Economics, Lehigh University
President, Junior Board, Pederson-McCormick Boys & Girls Club
Member, Lehigh Alumni Club
MY FINANCIAL SERVICES CAREER BEGAN IN 2003
Having grown up around the financial services industry, I know the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. My goal in helping clients is listening to them first and foremost and creating a true partnership – helping to provide a solid foundation of financial knowledge which is instrumental to achieving goals. Ultimately, seeing my clients achieve their Private Vista is the best reward for me personally.
MY PRIVATE VISTA
My husband and I are the lucky parents to two amazing daughters. As we prepare for their future, I am personally motivated, as a female business owner, to show them they can achieve whatever their own Private Vistas may be as future female leaders. As a family, we love to take advantage of all that Chicago has to offer – from Cubs games to days at the beach, as well as traveling to see friends and family near and far.