As partner in the firm since the founding of CapTrust, I have over 30 years experience in the financial industry. My professional roles include having been an associate for a national financial planning firm as the individual responsible for overseeing all operational aspects of client portfolios as well as managing the local operations team. I play a key role in client relationships and am passionate about helping clients identify and resolve their financial concerns. I lead all client meetings and lead the team in the creation of the ®Financial Control Scorecard for our clients. I work closely with the team to make sure that plans are implemented per our clients’ directions. I pride myself in being a key resource for clients when questions arise regarding their Scorecard, distributions, and/or operational issues. I am a lifelong resident of Rockford and hold an Associate Degree from Rock Valley College. I currently reside in the Rockford area with my husband and three children.
Listed skills include Retirement Planning, Financial Planning, Budgeting, Financial Advisory, and 1 others.