During my MBA at DePaul, Personal Finance stood out because I could apply the concepts directly to my own decisions. That hands-on experience made me want to help others do the same, and it defined the direction of my career.
I earned my BS in Finance and Business Administration from Illinois State University and have spent three decades guiding people through financial decisions. Watching clients move from confusion to confidence is what keeps this work rewarding.
As Investment Strategist at Etiquette Financial Partners, I work directly with clients on planning, portfolio analysis, and ongoing reviews. I also focus on refining our internal systems to serve clients better. The combination of technical work and personal relationships makes every day different.
I have two adult children and share my home with two cats, Melli and Missy. Outside of work, I'm drawn to anything outdoors: hiking trails, biking routes, and kayaking trips. Photography has been a hobby since childhood, so most of my travel revolves around finding new landscapes to capture. I volunteer with Loaves and Fishes to help them reach their goal of ending hunger and transforming lives with compassion and dignity.