- Financial Planning
As a financial advisor with Edward Jones, I work with families and business owners to help organize, build, protect, enjoy and ultimately transfer their wealth in accordance with their unique financial goals.
What's most important to you? When we meet, the most critical part of our conversation is understanding what is most important to you and your family. Only then are we able to work through our established process to help you build personalized strategies, outlining specific actions needed to achieve your financial goals. From there, we will partner with you throughout your life, revisiting each individual's goals and preferences for market risk, as well as the strategies we've developed to ensure you stay on track.
Each client's individual needs are unique. However, some of the most common areas of our practice include: retirement income planning and strategies, estate considerations, education savings, business retirement plans, employer stock options, survivor and long-term care needs, life insurance, wealth strategies, and risk assessment.
Originally from Bloomington, IL, I moved to the McHenry area nine years ago, and have truly enjoyed becoming involved in the community. My current involvements include: McHenry Area Chamber of Commerce Executive Board vice chairman; McHenry Fiesta Days organizer and volunteer; Shop with a Cop fundraising organizer and volunteer; and the Alzheimer's Association Walk to End Alzheimer's.
For a consultation to discuss your unique goals, please call our office at 815-344-2925 to schedule an appointment.
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In Riverwalk building just off Green Street on Waukegan Road. Around the corner from Buddy'z Pizza, across the street from McHenry East Campus.