I spend a fair share of my spare time with family and friends. Being fit and healthy is very important to me too, so I try to live a healthy lifestyle. My dog, Dolce, is a ball of energy and she keeps me busy on a daily basis. She is a Chihuahua mix that I adopted from the Anti-Cruelty Society in Chicago. I enjoy taking her on walks all around the city, particularly downtown where I can explore all of the new things the city has to offer. Discovering new beaches and traveling to exotic locations are among my other favorite pursuits.
Affiliations: Fee-Only Planning
Areas of Expertise: Financial Paraplanner Qualified Professional
Education: BS in Public Relations from Ball State University, 2004
Who inspires me:
My mom and my dad
Most effective saving tip:
Put a percentage of your paycheck into your savings account each and every month
My life’s biggest milestone:
I moved to Chicago from Fort Wayne, Indiana without really knowing anyone. It was fun being on my own for the first time in a big new city finding my own way. I truly love the excitement and bustle of Chicago!
My favorite thing(s):
Family, friends, Dolce my dog, traveling, and working out.
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We hold ourselves accountable for pursuing the highest standards
We learn and teach continuously
We build powerful relationships by working towards common goals
We listen and keep an open mind