CFP®, CRPC®, BFA™
Financial Advisor / Member Owner
Helping provide peace of mind is how I define success. When faced with unknowns about the future, having a strategic financial plan can help provide clarity and reduce uncertainty. My goal is for my clients to take comfort knowing they have a professional behind them managing the complex strategies so they can focus on what matters most: living their lives.
Libby is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2003. Prior to becoming a financial advisor, she worked for Savant as a client services representative. Before that she was a member of the Retirement Plan Services team working with qualified plans. Prior to joining Savant, Libby was a customer service manager for a local bank. Her responsibilities included audits, compliance, and daily operations. She also focused on customer service excellence, problem resolution, and new client acquisition.
Libby earned a bachelor of arts degree in economics with a focus on finance from Rockford University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Advisor™ (BFA™). The integration of behavioral economics into her planning strategies can help bring the sometimes-overlooked human element to financial planning. Things that can look great on a spreadsheet may not make sense in the context of an individual’s life, and that needs to carry as much weight as the bottom line.
Libby actively participates in the Rockford community by volunteering with various non-profits, serving on committees, and supporting local events. She is a member of the Illinois Growth Enterprises board and is a graduate of the Leadership Rockford program through the Rockford Chamber of Commerce.
Libby, her husband Mike, and their combined four children live in Rockford where she was born and raised. She loves to read, travel whenever possible, spend time with friends and family, and lead a healthy and active lifestyle.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.