After being in the financial industry the last 19 years, I have learned from my clients that your biggest concern is our biggest priority. I listen to understand what is most important to you and your family. I pay attention to the details and consult with you and your trusted partners on all your options. Transparency is priority in our business.
When it comes to financial comfort, I will help bring order to your financial life by assisting you in getting your financial house in order – at both the "macro" level of investments (life insurance, college savings, estate considerations, etc.) and also the "micro" level of household cash flow. Together, we will work in partnership to prepare for and anticipate your life transitions and to be financially prepared for them.
My prior position was with Morgan Stanley Wealth Management as a financial advisor for eight years in downtown Chicago, working with a global stock plan team. I focused on partnering with corporate executives that worked at Fortune 500 companies and their families by helping them with wealth strategies and stock options. My husband, Jason Gunther, is also a financial advisor with Edward Jones in Lake Forest, IL since 2009.
I earned a bachelor’s degree in 2001 in business administration and public relations and a minor in communications from Coe College in Cedar Rapids, Iowa.
My husband, Jason, and I have three daughters, Olivia, Lillian and Evelyn. I am an active member and leader in the Lake Zurich Area Chamber of Commerce, Business Women Connected, Exclusive Professional Women's Networking Group, Women's Business Networking of Lake County, Caring Women's Connection, the Alzheimer's Association and P.E.O. (Providing Educational Opportunities).
My senior branch office administrator, Judy Crawford, enjoys partnering together with our clients to help keep you on track while reaching your goals.
Please, stop by the office or give us a call. We would love to learn about you and your family!
- Portfolio Reviews
- Wealth Strategies
- Employee Stock Options
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Phone NumberErica B Gunther at (847) 438-7577
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