I have had the privilege of helping individuals and families achieve their financial goals here with Edward Jones since 1987. The world is a very different place 36 years later, but some things don't change. People want advice and services that are customized for them personally. They still want to do business where people know their name and understand their needs and goals.
They want to be confident that their family and their heirs will be treated the same way. I am a problem-solver. I use a customized process. I am best able to help those individuals and families who are preparing for a transition like retirement or need assistance with preparing for wealth transfer. Our office works with a limited number of families to assure our clients are able to receive the personalized attention they need.
I am passionate about helping people succeed. I am a mentor for female financial advisors.
I have served on the board of directors for YWCA McLean County since 2018 and am currently board chair. I am also a member of the steering committee for Women to Women Giving Circle, a philanthropic movement that is a part of the Illinois Prairie Community Foundation.
Focus areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- LGBT Finances
- Socially Conscious Investing
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- LGBT Finances
- Socially Conscious Investing
- Charitable Giving
My Personal Interests
- Volunteering
- Traveling
- Reading
- Gardening
- Cooking
Personal Interests
- Volunteering
- Traveling
- Reading
- Gardening
- Cooking
Office Information
Phone Number
Linda Kimber at (309) 452-0766Branch Team
- Andie Sa-Lewis
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Branch Team
- Andie Sa-Lewis
- Branch Office Administrator
Branch Team
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