My financial journey began in 2014 at First National Bank, which is now Central Bank IL, where I held different positions. By 2015, I transitioned to the Odyssey Wealth Services team. By 2022, I obtained certification as a Financial Paraplanner Qualified Professional™ (FPQP), and in 2023, I acquired my Life Insurance License.
Living in Rochelle with my husband and two children, we enjoy watching movies, spending time at the park in the summer, and having cozy bonfires in the fall.
I actively engage in community projects led by Central Bank that make a positive impact year-round.
My expertise lies in supporting client services for the OWS Department, organizing events and seminars, managing client communications, overseeing marketing, technology, and daily operations. Additionally, I assist with life insurance quotes and fixed annuities.