For over 34 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a
personal retirement strategy, saving for education or creating a regular flow of income. I grew up in Plainfield, IL on a grain and livestock farm and graduated from Joliet Catholic Academy in 1981 and from the University of Illinois in 1985 with a bachelor's degree in agricultural science. We both believe in giving back to our community and serve on several community boards. Francis and Will County Center for Economic Development. I am a member of Joliet Rotary Club and St. Paul the Apostle Parish. I am a past board member of the Community Foundation of Will County, Presence St. Joseph Medical Center and Joliet Catholic Academy. As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. I have attended the last 26 Managing Partner's Conferences, an honor reserved for the firm’s top 400 financial advisors. Currently, I am an advanced branch team performance leader, consulting with the firm's top-producing branch teams. My registered branch associate, Peggy Robinson, and branch office administrators, Suzy Lowden and Lauren Janssen, have 25 years of combined experience. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to help keep you on track to reach your goals. Please call us when we can be of service to you. Member SIPC.
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