I help individuals and families at The U of I Community CU Investment, Retirement & Trust Services located at U of I Credit Union, create a plan to meet their personal financial goals. I work with each client to identify what is most important to them, and then we map out a plan together to meet those goals.

 My educational background includes a Bachelor’s of Finance from SUNY Brockport. I am also registered to sell securities. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right guidance for every stage of their financial life.

As a financial advisor, I want to ensure that each of my clients have greater peace of mind and a plan in place to attain their personal financial goals after meeting with me. I enjoy working with my clients through every stage in life, from getting to and through retirement, to college planning, and everything in between.

In my spare time, I enjoy volunteering at local organizations, running, and finding the best spots in Champaign for ice cream.