In life, I believe you are here for a reason and, for me, it is to help and serve people. The focal point of my business is centered around helping and serving families through financial advising.
I have been in the financial services industry for over 17 years and joined Edward Jones in 2013. I grew up locally in the northwest suburbs of Chicago and attended Illinois State University, graduating with a degree in finance.
On a personal note, I am married to my wife, Vanessa, and have three children: Ayla, Eliana and Brock. Outside of the office, I spend time with family, coach basketball and give back to the community.
My approach with clients is to help them put together a roadmap that will allow them to navigate the future with clarity towards their financial goals. The first step is having a clear understanding of what is important to you. Next, I use an established process to put together tailor-made strategies that align with your financial goals. Finally, I partner with you for the long term to help you stay on track and stick to your strategy.
I take pride in knowing that I operate by putting my clients’ interests before my own. In working with you, I'll help guide you to achieve your financial goals. Transparency and open communication are paramount to all of my relationships.
I have a true passion for the financial services industry and take pride in helping families achieve their financial goals. I look forward to having the opportunity to earn your trust, share my ideas and most importantly, help families make their financial dreams a reality.
Office Information
Phone Number
Brock A Allen at (847) 438-5658Branch Team
- Kimberly Terrasaz
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Kimberly Terrasaz
- Branch Office Administrator
Branch Team
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