As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1984. I help clients succeed by understanding each individual or family's unique needs. I provide comprehensive wealth management strategies by engaging colleagues, who are wealth specialists in a variety of areas. I think broadly about my clients' needs and deliver all of the Bank's resources, as needed, to each client.

I live in Elmhurst, and serve clients in Chicago. I enjoy spending time with my husband, Frank, and our son, Jake. I have served as a board member for my son's high school hockey club. I also like gardening and traveling.

My areas of focus: Business owners, Retirees, Wealth creators


  • Western Illinois University: Bachelor of Science, finance
  • DePaul University: Master of Arts, finance


190 S La Salle St 11th Floor
Chicago, IL 60603

advisor address map to190 S La Salle St 11th Floor


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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.