Phone:
As a Client Service Associate, my responsibilities include providing administrative support to our financial planners and excellent customer service to our clients. With a background in healthcare services and working in residential life as a Resident Advisor while in college, it has always been a passion of mine to help those in need. I strive to foster a supportive environment for our team, assuring they can depend on me to deliver top-notch service to our clients.
I was born and raised in Chicago and am a true city girl! Chicago is home, but I love to travel as well. I feel my best in nature and find any excuse to enjoy the outdoors, such as kayaking, festivals, picnics, and attending outdoor concerts. My favorite pastimes include spending time with my best friends, crafting, trying new restaurants, and watching college sports, especially volleyball and football. You can find me at karaoke or trivia night if I’m not doing any of those things.
Education: Bachelors of Science in Kinesiology 2021 – University of Illinois Urbana-Champaign
My life’s biggest milestone: So far, graduating from college during the pandemic.
My favorite thing(s): Traveling, cooking, and musicals
Favorite destination: My grandparents’ house in Michigan.
Most effective saving tip: Create a monthly budget that includes savings as an “expense” and keep that money in an account you don’t touch, such as a high-yield savings account.
The person I look up to: My papa, he is the wisest man I know!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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