
Working in Finance for Over 30 Years
With 38 years of experience in the financial services industry, I possess a profound commitment to assisting individuals in planning for their financial futures.
I welcome you to click around my website and learn more about who I am and how I can help you!
I encourage you to explore my home, about , and solutions pages to learn more about Thrivent and myself.

Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
I work with my clients by helping with:
- Asset allocations
- Retirement strategies
- Investment strategies
- Life insurance
- Risk management
- Education funding
- Estate strategies
- Charitable strategies
- Wealth management
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I have a ROTH IRA?


Create your financial future by building from the bottom up
Foundation
Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.
Accumulation
A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.
Distribution
After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.
Legacy
This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.
Tax-efficient financial strategies
Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.

Mount Prospect Native
I have called Mount Prospect, Illinois, my home for over 35 years. My husband and I began our family here, welcoming two children (now aged 31 and 25), and we have created countless memories along the way.
My finance career took off right here in Mount Prospect. I began my professional journey at First Chicago, which later became Bank One and is now JP Morgan Chase located in the heart of Downtown Mount Prospect.
Over the years, I’ve built many friendships, and I must say, the sense of community here is truly one of a kind.
Check Out This Follow Your Heart Client Story
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