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 1986. I help clients succeed by spending the majority of my time learning about their goals and objectives. Once I have a thorough understanding of where they want to go, then I can provide the answers on how to get there.
I live in Evanston, and serve clients in Northbrook Illinois, Atlanta Georgia and Chicago Illinois. I enjoy spending time with my two grown daughters who share my passion for biking and hiking. We are a dog-crazy family--with three herding dogs between us. I am active in local schools having worked on school improvement teams for many years.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
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.