Voted by the associates of Broker Dealer Financial Services Corp. and Investment Advisors Corp.
Woman Advisor of Excellence 2015
Check the background of this investment professional on FINRA's BrokerCheck.
I have been a Financial Adviser since 2002 and founded The Corner Office in 2004. In 2005, I completed an MBA in Finance from DePaul University and I have a Bachelor of Science in Business Economics from The Indiana University School of Business. I believe each person or business is unique. I strive for excellent communication with clients, so together we can fulfill their unique requirements with an outstanding investment plan.
I am dually registered as a Broker and an Investment Advisers Representative, and carry the Series 7 and 66 licenses. I also carry an Illinois Insurance license for Life/Health and Variable contracts.
My husband and I have lived in Western Springs, IL for over 25 years...in the same house. The house has grown with our family. We have one son and identical twin daughters. Our son graduated from the University of Montana, and our daughters graduated from Clemson University, and College of Charleston. If you have questions about college, I am a good resource to ask.
Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Advisor is registered in Arizona, California, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Nevada, North Carolina, Tennessee, Texas, Virginia and Wisconsin. Not all products and services referenced on this site are available in every state and may not be available through every representative listed. Neither Cambridge Investment Research, Inc., nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and The Corner Office are not affiliated.