As a high school senior, I took my first economics class. There was a module on investing and retirement. I thought, how does anyone plan and save for retirement? My parents took me to see their Edward Jones financial advisor and I opened an account. Little did I know, less than six years later, I'd be doing the same thing for others.
I grew up in Cary, Illinois. The suburbs of Chicago are home to my friends and family. I enjoy spending my free time with them, especially my niece and nephew.
In college I received my Bachelor of Business in finance from Western Illinois. I earned a Graduate Assistantship from the Illinois Institute for Rural Affairs and earned a Master of Arts in economics. I accepted a position as financial advisor with Edward Jones and moved to St. Louis to complete the Financial Advisor Career Development Program. I was eager to learn how to best serve my clients and return to Illinois where I could work face to face with them.
My passion is to help clients achieve their financial goals, but I also enjoy giving back to my community. I am a member of the Bloomingdale-Roselle Rotary Club and served as president for two years. I also serve on the board of the advisory committee for the finance and accounting department at Western Illinois University.
I work with individuals and businesses to create tailored financial strategies that put them on track to reach their financial goals. It is important I understand the whole financial picture and risk tolerance in order to provide solutions.
I am grateful to work with investors in Roselle and the surrounding communities. Along with senior branch office administrator, Lisa Freeman, our office is committed to helping clients reach their financial goals.
We use a personalized approach to working with clients. To learn more about how we can help you reach your financial goals, please contact us. I look forward to speaking with you.
Phone NumberKencie I Zmich at (630) 893-2464
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