Since I was 15 years old, I knew I wanted to play an integral role in helping people in my community achieve their life goals. We all have a different relationship with money, and helping you understand how that relationship relates to what's most important to you is my passion.
Prior to starting my career with Edward Jones in 2009, I attended Southern Illinois University (SIU) and graduated summa cum laude with a degree in finance and also obtained my MBA with a specialization in finance. I am a member of Alpha Kappa Psi and was the 2009 SIU College of Business MBA Student of the Year.
In 2017, I received the CFP® certification after fulfilling extensive education requirements, passing the rigorous standardized national examination process, demonstrating work experience and completing the ethical requirements. I also earned the Chartered Financial Consultant® designation.
Originally from Union County, I enjoy giving back to the community that has given much to me. I'm an active member of the community, volunteering in Rotary, Women in Business and other community-minded organizations. In addition, I work with community members to provide education benefits to children in Belize.
When you call or come in, you'll be greeted by Amy, Melanie or Peggy. They aim to provide you with an unmatched experience when you enter our office.
My team and I enjoy working with clients that are committed to creating the life of their dreams. For some that is retiring early or traveling the world; for others, it is leaving a legacy for their children and grandchildren; and then for others, it's spending their time hunting and fishing without the worry of their financial future. Whatever your goals may be, I hope that we get the opportunity to sit down and chat about how we can make those goals a reality.
Let's get started on your journey today.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Special Needs Financial Considerations
- Wealth Strategies
Office Address120 N Main St
Anna, IL 62906 opens in a new window
Mailing AddressP O Box 37
Anna, IL 62906
Phone NumberKelli R Wood at (618) 833-4685
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