I have always had a bit of wanderlust in me. I believe that living overseas and traveling to diverse locales all over the globe has given me an expanded perspective on people and the world. I continue to look for time and opportunities to explore new places. It is fortunate that Chicago’s location in the Midwest makes it easy and attractive for people to visit me. Despite my love of travel, sometimes I find the greatest pleasure is simply spending time in the backyard with friends and family enjoying each other’s company.
Education: Carthage College, Kenosha, WI
My favorite things:
My favorite things include: the Chicago Symphony Orchestra, the Harris Theater, meals with friends, and walks along the lakefront.
I enjoy traveling to Oakland, California to visit my daughter and her family, and to Baltimore, Maryland to visit my other daughter and family, and all of the wonderful experiences that that offers.
My investment philosophy in action:
A car is a depreciating asset so I resist the annual temptation to buy a new car and continue providing loving care to my faithful older car.
We build powerful relationships by working towards common goals
We listen and keep an open mind
We learn and teach continuously
We work directly for our clients and put client’s interests first
We make decisions with future generations in mind
We hold ourselves accountable for pursuing the highest standards