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.