My mission is to help clients attain financial security for their families and businesses. Because none of us can predict the future, I will help you plan for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.
I have been a top Wealth Management Advisor with Northwestern Mutual for over a decade ranking in the top three nationally on multiple occasions. I was recognized as one of Barron's Top 100 Women Advisors for both 2018 and 2019. I was recognized as a Forbes Top Women Wealth Advisor for 2020 and 2021.
Barron's "Top 100 Women Financial Advisors" list (June 2019, June 2018), based upon data as of March 31st of the current year of the award. Forbes “America’s Top Women Wealth Advisors” list, (2021 and 2020, Research and ranking developed by SHOOK Research, LLC. Based upon data as of September 30th of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Certifications and Designations
CERTIFIED FINANCIAL PLANNER™ Certification
The CERTIFIED FINANCIAL PLANNER™ certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Certified Private Wealth Advisor
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.
CLU® Chartered Life Underwriter
For nearly 100 years, The American College of Financial Services’ Chartered Life Underwriter® (CLU®) designation has been recognized as one of the most valued designations for financial services professionals, and a credential that signifies a commitment to applying foundational knowledge to clients’ situations with practical, legal, and ethical aspects of life insurance planning.
ChFC® Chartered Financial Consultant
The Chartered Financial Consultant™ designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
CASL® Chartered Advisor for Senior Living
The Chartered Advisor for Senior Living™ designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
RICP® Retirement Income Certified Professional
The Retirement Income Certified Professional™ designation was crafted by more than 45 of the top retirement planning experts in the country. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
Before I graduated from Elmhurst University with a Bachelor of Science in Economics degree, I attended Shimer College starting at age 16 through their early entrant program and via their junior year abroad program studied in Oxford, England.