Broker Check

Team

URSULA DALEY, JD

Financial Advisor

630.571.6077

630.571.2180

[email protected]

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...

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JORDAN LEWIS

Financial Advisor

630.571.6077

630.571.2180

[email protected]

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...

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BRENDA SWANSON

Senior Operations Manager

630.571.6077

630.571.2180

[email protected]

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...

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KRISTEN FOX

Registered Sales Associate

630.571.6077

630.571.2180

[email protected]

Kristen graduated from Benedictine University in 1992 with a BA in Communications, minoring in Marketing and Psychology. She joined Ursula Daley’s team in 2015, bringing many years of experience in the financial services industry.

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