As a financial advisor with Edward Jones, I work with families and business owners to organize, build, protect, enjoy, and ultimately transfer their wealth in accordance with their unique goals. 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 pers
onalized 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 risk tolerance, as well as the strategies we've developed to ensure you stay on track. Each client's individual needs are unique. However, some of our most common areas of practice include:
• Retirement Income Planning and Strategies
• Wealth Strategies
• Education Savings
• Estate Considerations
• Business Retirement Plans, Employer Stock Options
• Survivor Needs, Long-Term Care Planning, Life Insurance
Originally from Bloomington, IL, I moved to the McHenry area eight years ago, and have truly enjoyed becoming involved in the community. Current involvements include: McHenry Area Chamber of Commerce Executive Board member, 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 an in-depth consultation about your unique situation, please call our office at 815-344-295 to schedule an appointment.
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