Vice President, Wealth Management
[email protected]
847.576.5191
300 N Field Dr
Lake Forest, IL 6004

My Background

My approach is simple: Learn your challenges and goals and provide you with ideas to help you work toward those goals. With more than 20 years of experience working with credit unions, I build investment portfolios designed to address different economies and will help you manage every bump along the way.

I can help with:

• Tax-savings strategies
• Trust services
• Rollovers
• Small business retirement planning, including SEPs and SIMPLE IRAs
• Insurance planning
• Long-term care planning

My Education

I received my bachelor’s degree from Northern Illinois University. 

Working with Members at

Schaumburg
Carol Stream
Streamwood

LPL Financial Advisor 
847.672.1833
[email protected]
4946 Grand Ave
Gurnee, IL 6003

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a financial professional located at Consumers Credit Union, I have a strong history of working with credit union Members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

I am a Registered Representative with TruStage Wealth Management Consulting Services and LPL Brokerage, member of FINRA/SIPC. I am also a licensed insurance agent, committed to providing you with comprehensive solutions tailored to your needs.

My Education

BBA in Finance from Baruch College, City of New York

Career Highlights

Financial Services Industry 25+ years
Chartered Retirement Planning Counselor (CRPC)
FINRA registered held through LPL Financial
Life insurance licensed

Personal

I have been married for over 25 years. We have one terrific son. My hobbies include biking, fitness and traveling.

Working with Members at

Gurnee
Waukegan
North Waukegan

LPL Financial Advisor
[email protected]
847.672.1292
950 E Rand Rd
Arlington Heights, IL 60004

My Background

My number one objective is helping you reach your financial goals. We will work together to plan your investment timeline goals, whether it is starting small or building upon an existing financial plan. I'll help you make sound financial decisions consistent with your comfort level. As your life changes, so do your financial needs and I will be there to periodically review your situation and make adjustments as needed.

I have a strong history of working with credit union Members. I have access to a wide variety of investment and insurance products.

Specifically, we can make sure you have solid answers to these key questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

I’m a Registered Representative with TruStage Wealth Management Consulting Services and LPL Brokerage, and I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education

BS – Finance, Illinois State University

Career Highlights

• Financial Services Industry 30+ years
• FINRA Registered Held Through LPL Financial
• Life, Health and Annuity Licensed

Personal

As a proud parent of two adult sons, I spend my free time biking, gardening, reading and watching movies 

Working with Members at

LPL Financial Advisor
[email protected]
847.782.4662
195 E Route 120
Volo, IL 6007

My Background

My passion is assisting Consumers Credit Union members define and implement plans for their specific long-term financial goals. Wherever you may be in the financial planning process, I would appreciate the opportunity to help create a strategy that revolves around your goals. We will work together to develop a one-of-a-kind plan which can be reviewed and adapted through your different stages of life.

I have a strong history of working with credit union members. I have access to a wide variety of investment and insurance products.

I’m a Registered Representative with TruStage Wealth Management Consulting Services and LPL Brokerage, and I am also a licensed insurance agent.

My Education

I began working with CCU members in 2001 and since 2015, I have been working directly with CFG. I am FINRA registered held through LPL Financial, Life, Health and Annuity insurance licensed.

Personal

My husband, Brandon and I have been together for over 25 years. We love spending time with our two children, dogs and our large extended families. In my personal time, I enjoy attending concerts, watching movies and attempting to create new recipes.

Working with Members at

Mundelein
Round Lake Beach
Volo

Program Coordinator
847.265.5259
[email protected]
300 N Field Dr
Lake Forest, IL 600

My Background

Program Coordinator
847. 672.1831
[email protected]
300 N Field Dr
Lake Forest, IL 6004

My Background

I started with Consumers Credit Union in mid-2021, working at a local branch. I really enjoyed talking to members about the benefits of our Financial Group. In late 2022, I was offered the opportunity to move into this role.

Personal

My husband and I have 2 children. I enjoy finding new recipes to cook, going to concerts, and watching Netflix documentaries.

Program Manager
847.672.1887
[email protected]
300 N Field Dr
Lake Forest, IL 6004

My Background

With over 18 years of experience working with Credit Unions and 12 years in management, my goal is to assist our members in finding the best financial solution to meet their needs. Bringing awareness to the Consumers Financial Group helps ensure we are offering the best experience possible.

Personal

Married for almost 20 years, love spending time with my family and friends, new to kayaking and loving every minute.