I am the Founder of Anchor Point Wealth Advisors, LLC.
We are an independent financial services firm with Cambridge Investment Research
as our broker / dealer and Fidelity as custodian.
After serving wealth management clients over the years, I recognized that "financial success" is not just
a measure of having financial assets, but is linked to our personal views
of money and understanding of ourselves.
Countless individuals, regardless of income level and wealth, have a challenging relationship with money.
Anchor Point Wealth Advisors was founded to assist clients to overcome the emotional baggage
that gets in the way of financial success and confidence. We spend time to understand an individual's
unique "Anchor Points" to devise a plan for a successful financial life.
Anchor Point Wealth Advisors offers a variety of investment management and financial planning services
with flexible fee structures to meet client needs including hourly, project based & flat fee engagements.
Prior to founding Anchor Point Wealth Advisors, I worked as a financial advisor with Morgan Stanley Wealth Management.
My career in the financial services industry spans over two decades working with clients for several firms including
Institutional Capital, UBS Global Asset Management, Deutsche Asset Management and Vanguard.
I graduated from Fairfield University with a Bachelor of Arts degree in Economics
and Drexel University with a Masters in Business Administration in Investment Management.
I completed Level II of the CFA program. I hold FINRA 7, 63 & 65 Registrations and Life & Long Term Health Insurance Licenses.
I enjoy supporting organizations that focus on helping women. I served as President of Women Investment Professionals (WIP)
and currently on the Board of Directors of the Julia Center,
Our Lady of Victory Missionary Sisters Community Support Trust
and committee member of The Lilac Tree.
I am a very spiritual person and enjoy studying the influence of eastern religions & psychology on human behavior.
I reside in Chicago with my husband. We love to travel & enjoy entertaining family and friends.
Honored to be among the most respected firms in the industry, Cambridge is a top-10 independent broker-dealer
in total revenue, and was named one of the fastest-growing independent firms by InvestmentNews.
The firm has also received ThinkAdvisor LUMINARIES awards for Thought Leadership, Education and Executive Leadership.
Cambridge remains strong and growing - in part due to our conservative financial strategies and the disciplined efforts
of financial professionals in their independent businesses. In addition, we believe our long-term success
is also due to the appeal of moderate business practices and traditional values.
In keeping with Cambridge's longstanding focus on flexibility and choice, our financial solutions are designed to give
independent financial professionals the ability to serve their clients according to their unique business model, while using multiple
management styles based on the preferences of their investing clients. To best support independent financial professionals,
and their clients, we continue to support both fee-based and commission options, giving investing clients
the freedom of choice in how they interact with their financial professional.
At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their clients, and our associates.
We support 3,800 independent financial professionals nationwide who serve their hundreds of thousands of clients.
We are proud that financial professionals who share our core values of integrity, commitment, flexibility, and kindness
choose Cambridge as their financial solutions firm. The financial professionals affiliated with Cambridge live and work
in communities across the country, servicing investing clients who reflect the unique demographics of their communities.
For more information, visit JoinCambridge.com
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