Meet the Team

With a law degree from Pace University, and many years working for financial institutions such as Fidelity Investments, Morgan Lewis and as an attorney in Boston, Ursula’s experience varies from representing investment companies and mutual funds to negotiating agreements to establish investment programs for banks across the country. Naturally, and not surprisingly, her career progressed toward helping individuals navigate their own way through the investment world: “When I was working at LPL Financial, I was able to see a gap in the service clients were receiving. I believed that with my background, I could engage my clients in a meaningful partnership and assist them in the management of their future. I then became an LPL Financial Advisor.”

Women’s centered topics are of great interest to Ursula, and she is actively involved in several women’s organizations. She is the president of the Hawthorn Woods Women’s Club, a fundraising organization that supports local women’s charities, and remains involved with her alma mater, the University of New Hampshire. Read about Ursula in Investment Advisor Magazine and UNH Foundation Website.

Judy spent several years working for McKesson Corporation, a Fortune 100 Company in the drug and health care industry, before retiring as the Vice President of National Accounts. She is a trained Black Belt in Six Sigma Analysis, and incorporates such practices and methods into her services. With her background in process management, she continually looks for the most efficient and effective way to manage her business while exceeding her client’s expectations. She has a degree in Business Management and Marketing from Elmhurst College, and is currently mentoring students through their School of Business.

With her professional background and her own personal experiences dealing with aging family members, Judy is sensitive and knowledgeable regarding the issues of aging, long term care, nursing homes, assisted living and life changing illnesses. She lives in Kildeer and enjoys yoga, golfing, cooking and skiing. She has two children, Lisa and Mike.

Shellie retired as chief of police in Batavia, IL in 1986, is an FBI National Academy graduate and holds a private pilot’s license. He is a member of the Kiwanis Club, enjoys volunteering and spends his free time with his wife, their three children and four grandchildren. He lives in St. Charles.

Denise attended the University of Wisconsin-LaCrosse, where she earned her bachelor’s degree in Education. She went on to teach for many years in Illinois before receiving her MBA from the University of Illinois-Chicago. She then pursued her Certified Financial Planner designation from the College of Financial Planning. Before joining the financial services industry, Denise was a director of finance for the University of Illinois Medical Center.

Denise enjoys golf, theater, biking and gardening, and is a retired high school and college volleyball official. She supports her community and serves as the event chair for the holiday Meals on Wheels Celebrity Chefs Brunch, sponsored by the Agency on Aging. She maintains a list of 50 things she would like to see or do in her lifetime, and is passionate keeping that list a priority.