I’ve been a part of Guidant Wealth since 1999
As a Partner, I assist individuals, families and companies in creating and maintaining a long-term wealth management strategy to pursue their financial goals.
I guide our clients through each step in the process of working with Guidant Wealth, looking at where they are now, and making recommendations based on their individual goals and needs, while always striving to provide the highest possible level of personalized client service.
One of the best gifts my parents gave to me was witnessing their saving, investing, spending and giving habits. I hope we have passed the same along to our children.
Graduate of the University of Illinois with a Bachelor's degree in Finance with a concentration in Investments.
MBA from the JL Kellogg Graduate School of Management at Northwestern University.