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Evelyn’s main area of focus is working with Women Executives and their families, as well as helping individuals who are facing Divorce.
Women Executives have the unique challenge of placing others’ needs ahead of their own, and being too busy to create the life they envision for themselves. Divorcing individuals also find themselves overwhelmed with a myriad of decisions that will impact the rest of their lives. As a caring, compassionate, non-judgmental person, Evelyn can help alleviate some of the anxiety that comes with making the decision that is best for each person, given their circumstance.
A Divorce can disrupt a person’s best laid plans. When it comes to Divorce, there are several decisions surrounding retirement savings withdrawals, and estate & tax planning strategies. To help alleviate some of the wild ride of emotions and confusion around child support, division of assets, and the mountain of legal paperwork, Evelyn will act as part of the client’s team of professionals, including lawyers, mediators, and accountants to help navigate the maze. Evelyn can help by showing the impact of the proposed Division of assets, child support, and maintenance, on the future. This will help so that person can negotiate a fair settlement, armed with knowledge of the short term and long term impact on their new life.
Evelyn is passionate about helping others as a woman executive herself. Evelyn she understands how busy life can be for women who are raising, or may have raised children, or may have taken on the care of other family members and having to plan for her and her own family’s vision of the future. Evelyn is also passionate about helping those who are frustrated with navigating the process of divorce. It is advised to start early in the process of your divorce and don’t wait until it’s too late to negotiate the settlement that is right for you or your future. Additionally, I can help you get started on the next phase of your new life, which will be created on your own terms.
With a Bachelor’s Degree in Finance - Concentration in Investments, from Eastern Michigan University, Evelyn also has the following Registration & Licenses; and Designations: FINRA Series 7 registration, General Securities Representative; FINRA Series 66 registration, Uniform Combined State Law; Life and Health Insurance Licenses; the Chartered Retirement Planning Counselor™, CRPC™ designation - College for Financial Planning Institutes Corp; and the Certified Divorce Financial Analyst, CDFA certification – Institute for Divorce Financial Analysts.
Evelyn began her career in the Financial Industry in 1979 and joined Merrill in January 2012.
Evelyn has two grown children, three grown stepchildren, and loves her Granddog, a MicroMini Goldendoodle named Olive.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
If you're curious how Evelyn might be able to support you and turn your "someday" into an actual plan, feel free to reach out and schedule a complimentary 15 minute appointment by calling Evelyn at 224-239-3493 or the Client Associate on my team, Asher Mathew at 847-550-7871.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
Eastern Michigan University
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Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #228680
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