It has been my pleasure to assist Ken for the last 31 years in his business of finding solutions for his clients needs. It is very satisfying to build relationships and see the fruit of our labor over the years. We have enjoyed working with pre-retirees and retirees, making sure that their needs are being met, reviewing current strategies and putting strategies in place for the future.
Prior to starting with Ken in 1988, I worked in the accounting field in both public accounting and private accounting in various companies. I was treasurer of a small/medium size savings & loan organization as well as controller of a small manufacturing company for several years.
Ken and I have 3 children and 3 grandchildren who live in the Chicago area. I enjoy spending time with family, working outdoors, and traveling.
CPA since 1979
Registered Staff with Securian Financial Services Inc.
Insurance licensed in Illinois