A member of Carter Financial Group since Summer of 2011.
While attending DePaul University and completing a Bachelor’s degree in Accounting, I began working with Carter Financial Group.
I help conduct fund research and comparisons for our model portfolios and schedule monthly fund company visits in our office. I also assist Kevin Carter with the financial planning and implementation process, as well as scheduling and meeting with clients.
I am a Certified Financial Planner™ professional and also hold the Series 7 and Series 66 securities registrations along with the Life and Health insurance licenses through the state of Illinois.
I live in the Barrington/Fox River Grove area with my husband and enjoy cars, cooking, interior design and nature in my free time.
I am available Monday, Wednesday, and Friday from 10:00 a.m. – 7:00 p.m. and Thursday from 10:00 a.m. – 6:00 p.m. I look forward to working with you.