As a wealth management professional with significant industry experience, I combine exquisite service and market insights to the high net worth families and business leaders I proudly serve. For more than 30 years, I have been helping families in the greater Chicago area and across the country solve their financial challenges and navigate the complexities associated with managing their wealth. I focus on what is most important to each client, so I can develop a plan that is designed to build, preserve and transition their wealth in a manner that is aligned with their values and personal circumstances. After earning a B.A. degree in Business from Lake Forest College, I began my career at Stotler Management Corp., a registered Commodity Trading Advisor, where I worked directly for Robert Stotler. While there, I managed the division and assisted with market analysis and trading decisions. In 1991, I joined Morgan Stanley as a broker in the Institutional Futures Division, handling overseas customers and high net worth individuals. Two years later, I made the decision to enter the private wealth management division for the opportunity to work more directly with clients and have a deeper impact on the quality of their lives. Outside of the office, I bring the same level of energy, focus and care to the activities I enjoy. I am an avid reader and in my free time, I like to sail, snowboard and spend quality time with my family. NMLS# 1279034
Listed skills include Investment Management.
