Phone:
As a Client Service Associate, I assist clients with contributions and distributions, manage incoming calls, and oversee client accounts. My responsibilities also include administrative updates, scheduling, and mailing client correspondence. With two decades of experience in the hospitality and wine industries, I have transitioned to the financial sector, focusing on providing excellent service and guidance to our clients.
What inspires me is being better than I was yesterday. As long as I continue to grow as a person and help others in the process, that’s a win for me. Outside of work, I love spending Chicago summers near the lake, biking, or walking around various neighborhoods. I try not to take anything for granted, as the city is truly amazing, with incredible people offering something different every day.
My life’s biggest milestone:
I never give up and continue to learn what life has thrown at me.
My favorite thing(s):
Hiking in national parks, traveling, and enjoying walks with friends and family.
Favorite destination:
Mallorca, Spain.
Most effective saving tip:
Compound interest – Warren Buffet called it “The 8th Wonder of the World.”
The person I look up to:
My mother and father.
Bachelor of Science in Hospitality (University of Wisconsin-Stout)
Certified Sommelier (Court of Master Sommeliers)
Advanced Sommelier Candidate (Court of Master Sommeliers)
Northwestern University (CFP Certificate Level Program)
Walter Clore Scholarship Winner, WIN Endowed Scholarship program recipient.
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.
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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