We believe it’s important to spend time to understand what's most important to you and what you’re trying to achieve before making any decision regarding your life savings. Working closely with you and your professional team, we can help determine the most appropriate financial strategies for you and your family. We want to be a partner in your life.

As a lifelong resident of the Peoria, Illinois, area, I began my career as a financial advisor in 1996, opening the first branch office in East Peoria after earning a finance degree from Bradley University in 1993. I also received the CFP® certification from the Certified Financial Planner Board of Standards in 2020 and carry the CEPA®, or Certified Exit Planning Advisor®, designation, so that I can support the additional complexities of small/medium business owners and their families. I'm thrilled to have been selected as a Forbes Top Wealth Advisor Best-In-State in Illinois in 2025.*

I reside in Morton, Illinois, with my husband, Matt. Our son currently resides in Atlanta, Georgia. We keep active in our community, serving on the Kids' Muddy Madness for St. Jude committee and also enjoy traveling and spending time with friends and family.

My client support team, Tina Haynie (registered branch associate) and Edward Boudreaux III (branch office administrator), have many years of experience and are dedicated to providing you with the highest level of service possible. We strive to solve problems you didn't know you had.

Relationships are a key focus for us, and we meet clients when and where it’s convenient — face to face or virtually — in order to best partner with you to achieve your goals.

*2025 Forbes Top Wealth Advisors Best-In-State in Illinois, published February 2025, research by SHOOK® Research LLC, data as of September 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.