Every client comes to the table with a unique story, goals, and set of decisions to make. My role is to help guide those decisions through thoughtful planning, strategies, and a clear path forward. When I meet with clients, the conversation goes far beyond numbers. I help people make confident decisions and build wealth strategies that support the life they are creating at every stage of their fi
nancial lives. I work with individuals and families who want a more intentional approach to managing and growing their wealth. This often includes retirement planning and rollovers, divorce related financial decisions, estate considerations, and investment strategies. Every situation is different, which is why my work begins with listening and results in strategies tailored to each client’s goals, values, and circumstances. As a CFP® professional and Certified Divorce Financial Analyst®, I bring both comprehensive planning and experience. I value being a steady partner who integrates investments and estate considerations into a cohesive strategy, especially when decisions feel overwhelming or emotionally charged. After building and selling businesses in healthcare and fitness, I found that the same strategic thinking and relationship driven approach translated naturally into advising. That perspective continues to shape how I serve my clients today. I keep my practice focused so I can provide a high level of personalized attention and proactive guidance. Licensed in multiple states, I work with individuals and families nationwide, designing strategies that reflect the person behind the balance sheet. I am also committed to community involvement and service. I am a founding board member of OptWell, a board member of CARS (Community Assisted Rides), and involved with organizations including the La Grange Business Association, the American Association of University Women, La Grange Neighbors and Newcomers, and the Brookfield Women’s Club. Outside of work, I enjoy golf, Pilates, Peloton, continued learning, and time with family and friends. These experiences keep me grounded and inform how I show up for my clients. If you are looking for a thoughtful financial partner who combines experience, technical expertise, and a personal approach, I welcome the conversation.
