Areas of Focus: Individual Life and Disability, Corporate Life and Disability Profile: Oversees the daily operations of the Life and Disability Practice Delivers innovative insurance solutions that achieve the long-term goals of affluent individuals, families, closely held businesses, middle market private and public companies and high profile individuals Specializes in the areas of corporate succession, estate tax, income tax and non-qualified executive retirement planning More than 20 years of experience in the insurance community Holds a Chartered Life Underwriter (CLU) designation since 2002 Accomplishments: Platform speaker at the Illinois Life Underwriter's Annual Meeting in 1999 Qualifier for the Million Dollar Round Table since 1994 Qualifier for the "Top of the Table" of the Million Dollar Round Table since 2002 Education: B.A., Bethel College Affiliations: Chicago Foundation for Women, board member and treasurer Economic Club of Chicago, member Chicago Finance Exchange, member National Association of Insurance and Financial Advisors, member National Association of Female Executives, member National Association of Life Underwriters (NALU), member The International Forum, member The Business Women's Network, past president North Shore Illinois Life Underwriters, past president. |