Let’s work together.
Why Partner With Me?
Because we work together to help you achieve the best life possible. I take the time to clearly understand your background, values, needs and objectives and then give you a plan on how to get where you want to be.
Proactive Financial Planning
I bring order to your financial life and give you objective insights to avoid emotionally-driven decisions in important money matters. I will also help you follow through on your financial commitments by regularly reviewing your progress towards meeting your desired goals.
An Advocate for Life
As your financial advisor, I’m also your ally. I specialize in serving LGBTQ couples, here in Chicago and across the country, to help them get on the same page financially and prepare for life’s inevitable changes.