I started investing at 19, after my parents took me to their local financial advisor to learn about Roth IRAs. I immediately gained interest, and I have been passionate about our business ever since.

Our team consists of myself and Senior Branch Office Administrator Ami Strong. Both of us feel honored to serve our community and our clients. Helping our clients achieve their most important financial goals is what keeps us motivated each day.

We are here to help you understand the complexities of the changing financial climate and remain committed to making financial recommendations in your best interest.

In 2011, I received the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s extensive requirements for professionalism in financial services and agree to abide by the CFP Board’s Code of Ethics and Financial Planning Practice Standards.

When you commit your time and effort to causes you feel strongly about, the rewards can be endless. I currently serve on the boards of both the Highland Area Christian Services Food Pantry and the HSHS St. Joseph's Foundation Leadership Council in Highland, IL. A few times a month, I also have the opportunity to deliver lunch to those in need through our local Meals On Wheels program.

We want to understand what is important to you. We use an established process to help you build personalized strategies to help you achieve your goals, and we will partner together throughout your life to keep you on track.

We prefer helping families who appreciate sound advice. While a one-size-fits-all approach may be fine for some investors, we believe advice should be tailored to your specific needs. Whether your goals include retirement, estate considerations or inheritance, paying for education or planning for the unexpected, we can offer solutions tailored to all your financial goals.

Please contact me to discuss your situation.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Cycling
  • Gardening

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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