As an Edward Jones financial advisor, it is my great joy and my deep responsibility to help you reach the financial goals you've always wanted.
Whether it's retiring comfortably, caring for your family, growing your business or giving to causes you care about – whatever it is you dream about doing in life – I will work hard to fully understand your unique story. I can create a personalized strategy that fits your needs. Then, we will partner together, with your CPA and attorney, to help keep you on track to achieve your goals.
I am a 2003 MBA graduate of Mercer University in Macon, GA. In addition, I received my undergraduate degree from Butler University in Indianapolis, IN. I also received the professional designation of AAMS® from the Denver-based College for Financial Planning.
My spouse, Terri, and I have four children and have lived in Minooka since 2005. Active in the community, I am on the Greater Joliet YMCA Metropolitan Board of Directors and a current board member for Guardian Angel Community Services, Minooka Baseball & Softball Association, and the Plainfield & Shorewood Chamber of Commerce. I also serve on the investment committee for the Illinois State Alliance of YMCAs and the finance committee of the Joliet Historical Museum.
My branch office administrator, Trish Blacklock, has over 35 years of administrative experience and is dedicated to providing you with the highest level of service possible. Trish and her husband, Mike, are long-time Joliet residents.
We meet when it’s convenient for you because we recognize the challenging demands on your schedule. We can meet face-to-face or virtually at your preference.
It's a privilege to serve as the quarterback for something so meaningful as your personal finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberAdam Underhill at (815) 630-4377
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