In 2013, I joined Edward Jones as a financial advisor, opening the firm's fifth branch in Elgin. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
A 2003 graduate of Winona State University, I hold a bachelor's degree in tourism. In addition, I am a member of the Elgin Area Chamber of Commerce, the Elgin Kiwanis Club and the Isaac Walton League.
Originally from Cary, I have lived and travelled around the world, with an eight-year stint in Colorado. I've been back in Chicagoland since 2012 and I currently reside in Elgin, IL.
I enjoy outdoor activities such as skiing and climbing. My time with family, friends and my dog, Bodie, is cherished. I also greatly appreciate experiencing different cultures.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
I am inspired to help families and business owners achieve their own vision of retirement. My branch guides our clients through the stages of wealth accumulation, wealth protection and wealth transfer.
At Edward Jones, we are focused on you. We provide the investments, service and tools our clients need to work toward their financial future.
The most important thing to me is to understand what is most important to you. I use an established process, to help build personalized strategies to achieve your goals. We will partner together, throughout your life, to keep you on track.
I look forward to hearing your story and making your dreams a reality.
Focus areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing
- Retirement Income Strategies
My Personal Interests
- Music
- Skiing
- Reading
- Traveling
- Spending Time with Family
Office Information
Phone Number
Justin R Budd at (847) 628-6135- Lisa Muelling
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
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 | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
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 | Closed |
Sun | Closed |
Connect on Social
- Lisa Muelling
- Sr. Branch Office Administrator
Branch Team
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