As a financial advisor and CFP® professional, I help families connect their wealth to their passions. It is a true joy and privilege to help folks achieve goals such as to prepare for and navigate through a successful retirement, establish and protect a legacy, and more. We're inspired each day by our clients' real-life stories and goals and are honored to play a small role in helping achieve them. Each individual and family has a unique story and relationship with their wealth, and as such, we strive to ensure every aspect of their financial strategy reflects that. This includes their time horizon, desired level of risk, tax efficient strategies, asset titling and estate considerations among many other factors.
What to Expect:
When we meet, we'll strive to deeply understand what is most important to you. We'll listen to identify and define your financial goals, then build a personalized strategy, outlining specific strategies to help achieve them. From there, we'll partner with you throughout your life, revisiting your goals and comfort with risk, as well as the strategies we've developed, to help ensure you stay on track. Our consistent annual review process is designed to help ensure your finances reflect what's most important to you.
About Our Branch:
Our branch office administrator, Cookie, has been with Edward Jones since 2001 and is essential to making our office "go". She became a limited partner in 2009. Cookie enjoys going to Disney World and spending time with friends and family.
I joined Edward Jones in 2009 after finishing at the University of Illinois with an honors degree in finance. In 2011, I teamed with Cookie to lead our branch in McHenry and became a limited partner in the firm in 2018. My wife, Hayli, and I welcomed our first daughter this past year and are having a blast watching her grow. As a family, we enjoy traveling, being outdoors and time with family and friends.
Outside of the office, I enjoy staying involved in the community in a number of ways, including serving the McHenry Area Chamber of Commerce as board chair and volunteering with McHenry Fiesta Days, Shop with a Cop and the Alzheimer's Association Walk to End Alzheimer's.
Call us at (815) 344-2925 or email [email protected] for a conversation about your financial goals. We can't wait to hear about what's most important to you.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Employee Stock Options
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberDavid Lammers at (815) 344-2925
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