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.