I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.
A little backstory on myself… After graduating cum laude from the University of Illinois - Urbana Champaign in 2001, I started my career in financial services in Chicago in fixed income institutional sales. Family brought me back to the St. Louis Metro East area four years later. I continued my career in the same role with two different firms over the next 16 years. After 20 years servicing institutional customers, I felt pulled to focus on the financial needs of individuals, their families and small businesses in my community.
I live in Columbia, Illinois with my two sons, three dogs and a few reptiles. As a divorced single parent, I'm lucky to be a part of a strong blended family where we focus on lifting each other up and becoming better people, both parents and children together. My work history and the experience of my divorce and life as a single parent solidified my passion to be a women’s advocate and help them develop financial stability.
Outside of work and my family, I'm active in my parish at Immaculate Conception and serve as current president of ICS Parents & Friends organization. I'm also an active volunteer with Songs4Soldiers and a coach with Girls On the Run. I like staying involved with my sons' activities as well, often bouncing between soccer, baseball games and Boy Scouts.
I value the opportunity to use my life experiences and my advisory practice to serve my community by making the wealth building process engaging and exciting. While I may deal in numbers, researching investments and developing financial strategies, what I’m really passionate about is people: working with my clients to help them achieve their long-term financial goals.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Divorce Finances
- Intergenerational Planning
Phone NumberKim Siegel at (618) 233-3099
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