I have been a Certified Public Accountant for 40 years which has given me an excellent foundation for financial planning based on tax-smart strategies. Shortly after college, I returned home to join the family accounting firm established in 1960 by my mother and grandfather. I assumed full ownership 6 years later and since then the business has evolved to include a breadth of tax-advantaged financial planning and wealth management services.
I decided to enter the financial services industry so that I could work closely with individuals and businesses who were in search of professionals who engage in truly comprehensive financial planning. Today, the most rewarding part of my work is when my clients have “peace of mind” that they can dream their dreams and live their life knowing they can trust me because, in my mind, they are part of the CEC family.
I consider myself lucky to work so closely with my husband, Kevin, who also shares the same passion for making a difference in our client’s lives. When I’m not at work, I love spending time with family and friends. I enjoy listening to music, dancing, golfing, walking on the beach, but mostly, I enjoy visiting our son in Charleston, SC. I love being around people too! In fact, I always want to invite one more person to the party -- you included!
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
FINRA Series 7
FINRA Series 66
Bachelor of Science in Accountancy, Illinois State University (1982)
American Institute of CPAs (AICPA)
Illinois CPA Society (ICPAS)