Our Qualifications

Licensed since 1982 in securities and insurance.


CERTIFIED FINANCIAL PLANNER™, Practioner


MM -Northwestern University, Evanston, IL Music Performance- Voice Performance


BME: Eastern New Mexico University, Portales, New Mexico - Music Education


PERSONAL: Grew up in Western Springs and a lifetime resident in the Chicago area. Past President, Membership Chairman & Treasurer of Dynamic Link, a professional women's networking association, member of Shaumburg LeTip.  Former Membership Chairman: Sigma Alpha Iota Evanston Alumnae, Women's Music Fraternity Past Board Member: Northwestern University Music Alumni Board


EIC - Hosted a foreign exchange student from eastern Germany 2000-2001.


Hobbies & Special Interests: International & Domestic Travel Folk Music and Folk Guitar Fundraising for various charities, art, theater, music


Niche Market Areas: Professional Women Creatives (Film, TV, Music) Small Business Planning Retirement Planning


CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.