Meet the Team
LPL Financial Advisor firstname.lastname@example.orgThrough a unique partnership with her clients, Ursula Daley motivates individuals to be meaningfully engaged in their own financial life. She empowers them with the knowledge that they need in order to define objectives and develop lifestyle strategies that will help them reach their retirement goals. Read more about Ursula...
LPL Financial Advisor email@example.comJudy VanArsdale has the unique ability to transform complex information into real world applications. Communicating in ways that are easy to understand, she takes the fear out of investing and engages her clients in the process of planning strategies that are relevant to their financial success. Her clients value her encouragement and the confidence they receive as they take control of their money and of their lives. Read more about Judy...
LPL Financial Advisor firstname.lastname@example.orgDenise builds and nurtures long lasting relationships with her clients. Her background as a former teacher and administrator brings a unique perspective to her business, and allows her to address many of the specific issues that her clients face. She has extensive experience working with clients from all walks of life, and has a particular interest in the needs of educators, professionals and maturing investors. Read more about Denise...
Business Development Manager email@example.comWith a recent degree in Finance from Elmhurst College, Lisa’s energy and enthusiasm bring a fresh perspective to our business. She is the newest full time addition to the enRich team, assisting us with portfolio management and financial research, as well as managing our marketing campaigns, our website and our social media initiatives. She looks to complete her securities exams this winter, and her newest passions outside of the office are running and triathlons.
Administrative Assistant firstname.lastname@example.orgBrenda’s ability to streamline the new account process for our clients is unparalleled. With over ten years of financial services experience, she manages the paperwork involved in opening new accounts and transferring assets with remarkable efficiency and sharp attention to detail. With complete confidence that those details are in order, our Advisors are free to maximize their time with each client. She enjoys spending her free time with her husband, their two children, and their golden retriever, Scooby.
Client Services Associate email@example.comBlanca brings years of experience to her position. She provides exceptional customer service to our clients and has a unique understanding of what each client needs. She is professional, warm and committed, and has been with Denise for over 20 years. When not at work, Blanca spends time with her husband and son, and her new puppy, Chewy.
Administrative Assistant firstname.lastname@example.orgKristy is excited to join our team after having finished her undergraduate degree at Illinois State University. During college, Kristy worked as an intern for enRich and had the opportunity to learn the ins and outs of the office. As a full time team member, she is responsible for marketing, account document processing, client review preparation and overall client service. She enjoys being physically active as well as spending a lot of time with her family. Kristy has recently begun training her newest family member, her puppy Duke.
Receptionist email@example.comYou can hear her smile through the phone! Adrianna manages our client review process making sure we answer all of your calls as well as coordinating everyone’s calendars. She graduated from DePaul University with a degree in Business Management. She is excited to learn and grow in the financial field. Adrianna is an enthusiastic Chicago Blackhawks fan and enjoys spending time with her husband Mike, family and friends.