Ever since I was growing up in Mequon, Wisconsin, I have been fascinated with money and how people earn it, invest it, and spend it. Nothing got my attention like the stock market contest my econ teacher ran.
My current areas of specialty coincide with my interests and experience. I naturally draw clients who are writers, as well as other creative people and creative professionals. They often don’t fit the standard mold of how to handle money and have unique issues with cash management and retirement savings.
I also work with many clients who have inherited money or been given gifts from their family. I probably never would have made the switch from tax specialist to fee-only dfinancial advisor without the assurance I received from a small inheritance from my dear mother. So-called sudden money, even if it isn’t a large amount, often comes with mixed feelings as well as added responsibility.
While these are areas of specialty, I have clients who don’t fit into either of these categories and clients who combine them.
Degrees and designations
I have a BA in Accounting and Marketing from the University of Wisconsin, Madison and a Masters in Liberal Arts from DePaul University in Chicago. I am a Certified Financial Planner™ as well as a Certified Public Accountant.
(773) 404-9344
RSS