Here’s what I love to do!

There's nothing I enjoy more than educating and empowering people to make smart decisions with their money. Whether through speaking engagements, writing my book and blogs, or working with my financial planning clients, my goal is to motivate people to Invest In Their Values! 

Many of my clients are "Women In Charge", who have sole responsibility for their finances. I enjoy partnering with them on their financial and life decisions.

Here’s my professional background:

I started my career at Arthur Anderson as an auditor in the financial services division. I left to join my family's bank group in the northern suburbs of Chicago. We sold our bank group to US Bank, and I became President of the Private Banking division for the Chicagoland area. Several years later, I joined Sanford Bernstein's wealth management group. In 2005, David Rappaport and I founded Rappaport Reiches Capital Management. RRCM managed more than $1.2 billion when it was acquired by EP Wealth Advisors in July 2025. I am currently Regional Director for EP Wealth Advisors’ Chicago North Shore office, and a leader in EP Wealth’s Investing in Women initiative.

Here’s my educational background:

I have a BS in Accountancy from the University of Illinois at Urbana-Champaign and successfully completed the CPA exam before going on to earn a Master’s degree in banking from the Graduate School of Banking at the University of Wisconsin. I am Certified in Applied Behavioral Finance.

A little about my family:

I live in Evanston with my husband Stephen – married for 30 years. He is my life partner and partner in business as well. This surprises most people on how we can work together. I am happy to meet for coffee to give you the inside scoop.

We are proud of our children Madeleine, a systems control engineer and Isabel, an accountant. 

How I give back to my community:

I was previously Vice Chair of the Illinois State Board of Investments from 2015 - 2019. In addition, I have been involved in many civic organizations including JUF of Metropolitan Chicago as a Board Member of the Women’s Philanthropy Board, Chicago Foundation for Women on the Professional Advisory Committee, The Standard Club past Board Member and Chair of Women’s Committee, Beth Emet Synagogue as past Board Member, past Foundation Board Member and Co- Chair of the capital campaign to raise $7.1 million, and Medical Research Institute Council for Children’s Memorial Hospital past Vice Chair, Board of Directors.

During my free time I like to:

I enjoy spending time with friends and family. I recently trained and completed 2 sprint triathlons. Being empty nesters, Stephen and I enjoy traveling, and I continue to spend time with my charitable interests. I have been playing bridge for 6 years and finally feel I am no longer a beginner.

My favorite musician:

I am a proud Fanilow – a fan of Barry Manilow. I have seen him in concert over 30 times and know every word of all his songs. I am happy that my children enjoy Barry too. Haven’t been able to turn Stephen into a fan but still working on it.