Dedicated to helping clients with their financial goals as they prepare for retirement. Seeking to be a trusted advisor in providing solutions that are in the best interest of the clients I serve.
Joined Bankers Life in 2005Became a Financial Advisor in 2012Began work in the Insurance Industry in 2005Education: Providence College, B.A. ; University of Pennsylvania, M.S.Ed.
designations received
Company Recognitions: Executive Council and Leadership CommitteeInsurance Designations: Annuity Planning Professional, Certified Long Term Care
personal background
Family: My two daughters, Grace and EleanorCommunity Involvement: Habitat for Humanity, Youth Athletics and Arts
As a Financial Advisor through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
As an Investment Adviser Representative through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
About Bankers Life
Strength in numbers The Bankers Life agent force ranks among the top in the nation, with more than 4,200 dedicated agents in more than 260 sales offices. In 2018, we served more than 1.5 million policyholders and managed over $17 billion in assets.
Extensive product portfolio As you enter and navigate retirement, Bankers Life will be by your side every step of the way, helping to protect your financial security. Our extensive product portfolio includes life insurance, supplemental health insurance and annuities.
Service you can trust Our agents live in the communities they serve and travel to clients’ homes and businesses. They can show you how to help safeguard against unexpected health costs, generate guaranteed income, protect your loved ones and promote an enduring legacy.
Community involvement Bankers Life is proud to support the Alzheimer’s Association® and Meals on Wheels Chicago, two outstanding community partners that share our commitment to causes affecting our customers and their families.
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