Team

With a law degree from Pace University, and many years of experience working for financial institutions, Ursula’s experience varies from the traditional financial advisor. Prior to becoming an advisor in 2003, Ursula worked as an...

Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College, Jordan brings a unique twist to the vision of finance. Her experience brings a background in marketing management...

Brenda holds a B.S. degree in Graphic Communications from Illinois State University. She is the foundation of Ursula Daley’s team, with more than eighteen years of financial services experience. Her ability to streamline our...

Blanca Longino joins our team as a Customer Services Associate. Having worked with us prior, she is the glue to our team bond and completes our team with a breadth of industry knowledge. Blanca has over 20 years of experience in...