As a financial advisor with Edward Jones, I work with families and business owners to build, organize, manage, protect and transfer wealth in accordance with their unique financial goals. We are inspired every day by our clients and the goals we play a small role in helping them achieve.
What to Expect:
During our first conversation, we'll strive to deeply understand what is most important to you. We'll work with you to identify and define your financial goals, then build a personalized plan, outlining specific strategies to most effectively 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 ensure that your finances always reflect what's most important to you.
About Our Branch:
Our branch office administrator, Cookie Marshall, has been with Edward Jones since 2001 and is essential to making our office "go". She accepted an offer to become a limited partner in 2009. Cookie enjoys travel (Disney especially) and spending time with friends and her granddaughter, Paris.
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 in 2018 proudly accepted an offer to become limited partner in the firm. My wife, Hayli, and I enjoy travel, being outdoors and time with family and friends.
Outside of the office, I've been fortunate to have the opportunity to be involved in the community in a number of ways, including serving as the McHenry Chamber of Commerce Board Chair and with the organizations 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 me at [email protected] for a conversation about your financials goals. We look forward to learning about what's most important to you.
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address3538 Waukegan Rd
Mchenry, IL 60050
Phone NumberDavid Lammers at (815) 344-2925
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 06:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 06:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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