I have been helping clients pursue their financial goals for over 33 years. I received a Bachelor of Science in Finance degree from Northern Illinois University in 1982.
I live in the Rochelle area with my son Chad and cats Daisy and Patton! I enjoy eating out and spending time with friends and family. I love to travel and especially enjoy the beaches at Siesta Key, Florida and our National Parks! Chad and I once in a while sneak off to Las Vegas or to Cubs or Packers games as well.
I’ve enjoyed being an active member in our community, I have served on the boards of the following worthwhile organizations:
- Faith Lutheran Church of Rochelle
- United Way of Rochelle
- Lutheran Outdoor Ministries Center
- Northern IL Synod of the ELCA
- Rochelle Rotary Club
- Rochelle Community Hospital Association
- Greater Rochelle Economic Development Corp.
I have most recently served as a board member for Sinnissippi Centers, NAMI Sauk Area, and The Flagg Rochelle Park District.
I specialize in helping you with: Retirement Income planning, Pre-retirement planning, 401(k) distribution options, helping widows transition, and comprehensive wealth management.
Odyssey Wealth Services and LPL Financial are not affiliated with any of the above named entities.