Since 2004, my role as a financial advisor has evolved often.
First, I helped clients with more simple needs including consolidation of their investments and accounts.
Then, we grew the depth of our practice to assist with college planning, retirement planning and more advanced asset allocating.
Finally, once I completed the education and requirements to earn my CFP® designation, I arrived at the process I utilize today: Complete financial wellness.
As individuals and families progress through life, the complexity in their finances grows also. From my experience, confidence is the one thing that can propel investors to engage and enact the necessary choices to maintain their financial wellness.
I help you build that confidence.
If you are reading this biography, I assume you are researching your next financial partner. There is also a strong chance you were directed to me by someone you know. I appreciate the interest and look forward to meeting you.
A few more notes on me and my team:
I graduated from Hope College in Holland, MI with a double BA in Business and Philosophy.
Along with my CFP® designation, I also hold the AAMS® professional designation.
My wife, Christy, and I have lived in the Fox Valley since our marriage in 2006 and have three children.
Outside of work, I enjoy coaching my kids’ activities, outdoor adventures, reading and cooking.
My clients benefit from working with my business partner, Tina Gilsinn. She earned her BS in economics from Truman State. Shortly after graduating, she started with Edward Jones Headquarters in 1997. Tina's next role was raising her children. We were fortunate to have Tina rejoin the firm in 2016.
Tina’s experience is wide, there is no task she can’t address. Her warm, friendly personality is always welcoming.
Outside of work, Tina spends most of her time at the baseball diamond, swimming pool or ice rink cheering on her daughter and two sons in their athletic competitions.
Office Address1250 Executive Place Suite 101
Geneva, IL 60134
Phone NumberJoe Rumbley at (630) 232-6021
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