Meet the Team
LPL Financial Advisor
Through 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...
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.
LPL Financial Advisor
Judy 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...
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.
F. Shellie Reed
LPL Financial Advisor
Whether his clients are working on an investment strategy for their retirement or managing a large pension plan, it is essential to Shellie Reed that each one has a thorough understanding of the investments that they hold. His commitment to his clients and the level of care that they will receive cannot be rivaled. Shellie brings a unique perspective to the financial industry, shifting careers many years ago from a police chief to an Advisor. He holds an MBA in finance from Aurora University and has over 23 years of experience in the financial services industry.Read more about Shellie...
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.
LPL Financial Advisor
Denise 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...
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.
Business Development Manager
With 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.
Brenda’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.
Whether she is opening a new account or assisting clients with their savings goals, Tameka’s high level of follow through and her attention to detail create a seamless experience for her clients. Her passion and commitment to her work are the keys to her success, and do not go unnoticed. She has her securities license and has been a part of Denise’s team for over 12 years. She enjoys traveling and spending time with her husband and their dog, Max.
A coach by nature, Ariel is a CFP and excels at finding the right approach and executing a plan. He is enthusiastic about motivating clients and making a positive difference in their lives. He too, has been a member of Denise’s team for 12 years. He is a the father of 2 teenage boys, and enjoys coaching their basketball team. Ariel and his wife are actively involved in their church and he serves as a volunteer lector.
Becky has enjoyed working with Denise for over 12 years, and helps coordinate many of the day to day activities around the office. She interacts closely with clients, and her thoroughness ensures that no one leaves the office with unanswered questions. She is licensed and has a keen desire to continue learning. She is an avid reader, runner and sports fan, especially when it comes to the Chicago Bears and Chicago Blackhawks. She enjoys traveling and spending time with family and friends.
Client Services Associate
Blanca 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.