Team URSULA DALEY, JD Financial Advisor 630.571.6077 630.571.2180 firstname.lastname@example.org 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... Read more JORDAN LEWIS Financial Advisor 630.571.6077 630.571.2180 email@example.com 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... Read more BRENDA SWANSON Senior Operations Manager 630.571.6077 630.571.2180 firstname.lastname@example.org 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... Read more BLANCA LONGINO Client Services Associate 630.571.6077 630.571.2180 email@example.com 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... Read more SHANNON DONOVAN Administrative Assistant 630.571.6077 630.571.2180 firstname.lastname@example.org With a B.S. degree in Education from Massachusetts College of Liberal Arts, and a certification in grief counseling, Shannon brings many skills to this position. She is a strong collaborator with excellent communication skills who... Read more Have a Question? Name Email Address Question Thank you! Oops!