I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience helping my clients prepare for and navigate retirement. My approach to wealth management is hallmarked by my pledge to be thorough, communicative, and accessible.I begin each new client relationship with a detailed dialogue designed to uncover one’s financial needs, goals, and concerns. I then tailor a plan to address both your short- and long-term priorities. While I specialize in retirement planning, my status as a CERTIFIED FINANCIAL PLANNER™ practitioner enables me to coordinate all aspects of a holistic wealth management approach including insurance, investment selection, tax planning, estate planning, and wealth transfer.

* Develop new business for the firm.* Deliver comprehensive wealth management solutions to clients while fostering strong relationships.* Construct, recommend, and direct execution of investment programs designed to achieve the clients' objectives.

* Managed $500 million of client assets within the Private Wealth Management group in Chicago. Developed, recommended, and directed execution of investment programs designed to achieve the objectives of clients’ accounts.* Mentored junior portfolio managers to improve their asset management and client relationship skills.

* Developed new business in the Green Bay, WI market.* Delivered comprehensive wealth management solutions to clients while fostering strong relationships. * Performed SWOT analysis for the region, which forged partnerships among Private Wealth Management, Chase Middle Market Lending, Chase Business Banking, and JPMorgan Retirement Planning Services. Built awareness of the JPMorgan brand in the community through networking, community involvement, and public speaking.

* Constructed and managed investment portfolios aligned with clients’ objectives and investment strategies in the Chicago market.* Implemented tactical moves within portfolios utilizing fixed income, cash, equities, alternatives and structures. Analyzed public companies for the risk management group

* Traded equities, options, mutual funds, and corporate bonds for retail and institutional accounts in New Orleans and Chicago. * Created, edited, and wrote for the trade desk’s internal newsletter.* Awarded the Certificate of Recognition for being a key member of the team who developed the equity trade desk’s training guide. Mentored new traders.