I strive to provide investment and financial planning services based on your individual financial goals and objectives. I focus on Retirement Planning, Planning for College Expenses and other financial concerns.
I hold the Series 7, 63, and 65 through LPL Financial, and Life and Health Insurance licenses.
Experience
Financial Advisor
Waddell & Reed
December 1998 – Present (18+ years) Mokena, IL
My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years. I seek to understand your financial concerns and help you pursue your financial goals.
Sales Representative
Marquette National Bank
August 1993 – December 1994 (1 year 5 months) Greater Chicago Area, United States
Assistant Vice President/ Sales Representative
First National Bank of Chicago
April 1978 – July 1991 (13 years 4 months) Greater Chicago Area, United States
Certifications
CMFC®
College of Financial Planning, 1999
Education
Saint Xavier University
Bachelor of Arts, Finance, 1994
Mount Assisi Academy
High School Diploma, 1977
Organizations
Palos Area Chamber of Commerce
Altar and Rosary Society Women's Club
Moraine Valley Community College
Waddell & Reed is not affiliated with any other entities referenced herein. 09/17