As a young boy, I vividly remember helping my Nana look through the stock tables in the newspaper and having a discussion about investing. This time with my Nana led to what has become a lifetime interest in investing.
I also have a desire and passion to help others. The investment world can be overwhelming, and my goal is to help people become confident in the financial decisions they make.
I focus on learning what is most important to my clients. Using an established process, I work with clients to build personalized strategies to help achieve their goals. I partner with them through life’s ups and downs in a way that is approachable and enables them to be themselves, ask questions and learn.
I enjoy being a part of my clients’ lives, building relationships with them and their families. Clients can expect a high level of service and a personalized approach. I create tailored solutions for the needs of my clients, including:
- Individual investors who are serious about developing a financial strategy, saving for retirement, recently retired or planning a legacy.
- High Net Worth clients who are looking for tax sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for themselves.
My team and I strive to make sure our clients feel heard, understood and respected. We are dedicated to providing you with the highest level of service possible. We are fortunate to be able to serve Normal and the surrounding area.
Previously, I spent over 17 years in various finance roles. I have been with Edward Jones since 2011 and earned the AAMS® designation in 2014.
I enjoy spending time with my family, exercising and giving back through my local church and as a part of the Investment Policy Committee for Illinois Prairie Community Foundation.
If you don’t have a financial strategy or would like to review your current one, we offer complementary consultations and would welcome the opportunity to help.
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address112 Landmark Dr
Normal, IL 61761
Phone NumberJack Conlisk at (309) 451-9742
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