Since the year 2000, my practice’s focus is on Retirement and Investment planning. Other services provided are Estate, College, and Income Planning, as well as Life Insurance and Variable and Fixed Annuity Products.
I hold the Series 66 licenses in securities having allowed my Series 7 to lapse recently due to non-use. I am also licensed in Illinois for Life & Health Insurance which includes annuity and disability lines. The focus is on Retirement and Investment planning and I offer Financial, Estate, and Education Planning as well.
I am currently registered for securities in my home state of IL. and others; and can acquire licenses as needed in other states.
Designations held include the RF™ Registered Fiduciary, 401 (k) Participant Adviser formerly the Fiduciary Adviser Network (FAN). I hold the CSFP (Chartered Senior Financial Planner) Designation.
I became a widow at a relatively young age after 25 years of marriage to a terrific husband and father. Together we raised two great children, both of whom are fine young adults now. I hail from a large extended family including grandparents, parents, sisters, many aunts, uncles, cousins, nieces, and nephews with whom I am very close.
Community service includes 21 straight years of service on the Homeowners Board where I reside. I served as President, VP, Treasurer, and Secretary at various times.