6729 W North Ave
Chicago, IL 60707
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It is my pleasure to serve the financial needs of people in the Galewood, Oak Park and Elmwood Park areas. I started in the financial services industry in 1989. I hold a Bachelor of Arts degree in business from Wilbur Wright College in Chicago, Illinois.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy traveling with my family and playing with my four grandchildren.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office6729 W North Ave
Chicago, IL 60707
Secondary Office7312 W Grand Ave
Elmwood Park, IL 60707
Secondary Office104 North Oak Park Avenue
Oak Park, IL 60301
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.