CUSTOMER SERVICE ASSOCIATE
MY FINANCIAL SERVICES CAREER BEGAN IN 1984
I started my financial career in 1984 after taking a financial markets class at Illinois State. My first job in the industry was as a runner on the grain floor of the Chicago Board of Trade. I enjoy learning the many different layers of the financial investment industry. I take pride in accurately preparing and processing client paperwork and requests, and I’m excited to be learning the paraplanning role.
MY PRIVATE VISTA
Every day presents opportunities to create personal and treasured memories, and to make a lasting impression on someone else. That is the focus of my Private Vista. I currently enjoy those wonderful opportunities through teaching my niece how to bake, watching Chicago sports, and spending time with my great network of family and friends.