Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Director, Integrated Solutions, TIAA, 2011-2020
- VP - Wealth Management Solutions, Nuveen Investments, 2006-2011
- Financial Advisor, Northwestern Mutual Financial Services, 2005-2006
- Manager, Research Administration, Harris Associates, 1989-2005
Education
- Bachelor of Science, Management, National Louis University
Personal interests and affiliations
- President, Woodstock Professional Business Women, 2025