As a financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
I was born and raised in Wilmette and have always felt a deep connection with the local community and the city of Chicago. I am a member of the Evanston Chamber of Commerce, Evanston Kiwanis Club, Wilmette Rotary Club, and Lincoln Square LeTip group. These wonderful organizations allow me to serve my clients and community on a deeper level.
Before joining the financial services industry, I worked as an accountant in the Boston area, where I attended graduate school. I earned a dual master's degree in business administration and accounting from Northeastern University and a bachelor's degree in anthropology from Franklin and Marshall College in Lancaster, PA.
There's nothing more important to me than understanding what's important to you. Whether you are an experienced investor or are just starting the planning process, I strive to see the big picture outside of my four walls