I am responsible for orchestrating the client experience for clients who choose to engage our Fee-Based Planning and/or Wealth Management practices. You will often find me meeting with clients to review their current planning strategies, researching investment strategies, and assisting clients in the movement of investment funds.

I joined the team in January of 2015, bringing 7 years of experience in financial services. I received my Bachelor's Degree from Illinois Wesleyan University. I am a CERTIFIED FINANCIAL PLANNER™ Professional and have earned my Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, and Certified Long Term Care designations from the American College. I was awarded the NAIFA Quality Award in 2012 for my commitment to outstanding client service.

I am responsible for customer service management regarding current and new insurance policies. I am also the smiling face behind managing Micky's calendar. Much of my day is spent scheduling client meetings, providing clients with updates to their current insurance policies, and providing clients with support during the application and underwriting experience.

I joined the team in March 2015, after having worked at Northwestern Mutual since 2014. Prior to joining The Wright Team, I was fortunate to stay at home to raise my children for 16 years, where as a busy volunteer, I honed the organizational and customer service skills that are at the core of my position.

I live in Batavia, IL, and have three grown children. We enjoy spending time with friends and family and always have some creative project in the works.

I manage our growing database and its corresponding reporting functions. I also maintain the synchronization of activity between our team and our clients. You will often find me documenting communications to maintain an up-to-date record for every client, maintaining contact information for our clients' other advisor relationships, such as estate-planning attorneys and accountants, and managing client contact information updates.

I joined Micky's team in October of 2017. Prior to managing the constant activity that is a house of six, I worked as a Senior Demand Planner for Wilton Products. I also created my own property management company and managed four rental properties, ensuring positive experiences for my renters and vendors.

I live in Tennessee with my husband and four children. We enjoy playing baseball, competing in board games, and watching movies together.

I primarily work with Micky and Travis to construct comprehensive financial plans, but I am also responsible for optimizing our overall client experience and strategic planning.

I joined the team in February of 2023, bringing 9 years of financial services experience, including 5 years with Northwestern Mutual building a financial planning practice before relocating to the Naperville area. I received my MBA from the University of Illinois Springfield in 2016 and I am a graduate of Northwestern Mutual's 263rd Fasttrack Academy.

I live in Highland, IN, after 11 years in Springfield, IL. I am very active in the health and fitness community and enjoy assisting others to become better versions of themselves.