Judy joined our team in August 2023. Prior to joining us, Judy was an Assistant for a Financial Advisor at Edward Jones for 6 years. She enjoys helping our clients and getting to know them.
Judy assists clients with any administrative requests, such as money movement, address and phone changes, and can answer questions about account activities.
Judy is originally from Lake Forest, IL, and has lived in Vernon Hills for 28 years where she raised her son. When not in the office, Judy enjoys reading, spending time with her 2 grandkids and walking her dog.