It is widely known that simply obtaining wealth does not bring happiness. That's why it is my motivation to help positively impact your financial situation in the present day and into the future. My hope is that this support and partnership allows you to build your wealth to spend more time on the things that do bring you happiness.
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. It's also important to understand your comfort zone with investing so that we can balance it with the steps necessary to help reach your long-term goals.
Whether you're planning for retirement, saving for college, trying to protect the financial future of the ones you care for the most or simply looking to build wealth over the long term, we can work together to develop specific strategies to help you achieve your financial goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Transparency and open communication are the foundation to my relationships with my clients. I consider myself to be extremely fortunate to have partnered with a firm that puts the clients' needs first.
After being employed in the student loan counseling sector for the better half of a decade, I seized the opportunity to join Edward Jones in 2018. I have passionately pursued this second career and have earned my Series 7 and Series 66 securities registrations. I also hold an insurance license.
My wife, Mackenzie, and I live in Lake Zurich, IL, with our son, Finn, who joined our growing family in early 2020. Other family members include our bulldog, Rooney, and our Irish wolfhound, Willow.
If you would like to learn more about the Edward Jones approach to investing, please call me to schedule an appointment. Together, we can work to get you to where you want to be.
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
Office Address273 Evergreen
Vernon Hills, IL 60061
Phone NumberMacklin Larsen at (847) 327-3166
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More