Financial security is one of the greatest freedoms we can enjoy in life. As a financial advisor at Edward Jones, helping families realize this dream effectively and securely is a true joy and privilege. 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.
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 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 help ensure that your finances 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 became a limited partner in 2009. Cookie enjoys travel (Disney especially) 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 was named limited partner in the firm in 2018. My wife, Hayli, and I are eagerly awaiting the arrival of our first child later this year, and otherwise 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
Office Address3923 Mercy Drive Unit H
Mchenry, IL 60050
Phone NumberDavid Lammers at (815) 344-2925
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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