Private Wealth Advisor
As a Financial Planner at Shallcross Financial Planning, I specialize in providing innovative financial planning to business owners, executives, professionals, retirees, and their families. With over 18 years of experience in the financial services industry, I have been responsible for conducting financial analysis, goal setting, budgeting, and providing financial education to our valued clients. In 2008, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which has further enhanced my expertise in the field.
What motivates me the most in my role is witnessing the excitement in our clients' eyes when discussing their financial futures. Prior to joining Shallcross Financial Planning, I gained valuable experience working at IBM and Solution Technology, Inc. I earned a Bachelor of Science degree in Finance from DePaul University in 1989, laying the foundation for my successful career.
When it comes to my job, the aspect I enjoy the most is working closely with our clients and helping them make sound financial decisions that benefit them and their families. I firmly believe that the greatest value I can provide for our clients is the confidence they have in knowing they have a well-thought-out plan and that we are their trusted guide throughout their financial journey.
Born and raised in the Chicagoland area, I currently reside in Glen Ellyn, Illinois with my family. When I am not servicing our clients, I am an avid learner, constantly seeking knowledge about the newest technologies, and I also take pleasure in improving my golf game.
I have worked in the financial services field since 1997. At Shallcross Financial Planning, I work in the strategic implementation of our team’s business plan and optimization of our business practices. I also have portfolio management and client development responsibilities, and I meet with clients to review their current holdings and resolve any open issues.
I hold the FINRA Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. I graduated with honors from Roosevelt University with a bachelor’s degree in business and hold a master’s degree in education. I completed additional post-graduate work at DePaul University, obtaining my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2019.
I am an avid lifelong learner and enjoy planning with clients, working towards the accumulation, preservation, and transfer of wealth through generations. In my free time, I love being outdoors; hiking, kayaking, and biking. I reside in the northwest suburbs where I enjoy spending family time with my husband and our four children.
Since 2015, I have managed all aspects of client service, new account opening, and financial transactions for Shallcross Financial Group. I hold the Series 6 and 63 securities licenses. I also value establishing strong relationships with clients, providing timely service, and collaborating with the team. I am proud to serve on the LFA Staff Council, where I collaborate with associates across Lincoln in making improvements to practices and procedures.
I was born and raised in a small town in northern Illinois. I attended Illinois State University and graduated in 1996 with a B.A. in Political Science and a concentration in International Relations. My husband and I have been married for over 26 years, and we have two grown sons and a dog. In my free time, I enjoy the outdoors, reading a good book, watching HGTV and The Great British Baking Show, and collaborating with my husband on our many upcycling and interior design projects.
I bring a varied background to our team with education and experience in the engineering, operations, taxation, and financial fields. Combining my education and work experience with my life experience allows me to bring a unique perspective to our back office and plan preparation activities.
Being married with two children, my focus has always been my family, and I enjoy assisting other families in reaching their personal and financial goals.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.