Experience and Education
Gwen supports a wealth advisory team in providing personalized financial solutions including wealth management, tax and estate planning and investment strategies based on each client’s needs and objectives. She also has experience in client service where she served as a daily contact for the firm’s clients, assisting with the team’s administrative needs and providing support on a variety of projects.
Gwen has a bachelor’s degree in agricultural and consumer economics, with a concentration in financial planning from the University of Illinois at Urbana-Champaign, where she was an active member of the financial planning club and served on the executive board. She is working toward her CERTIFIED FINANCIAL PLANNER™ professional designation.
Gwen enjoys spending time with friends & family, reading, golfing and trying out new restaurants.