My interest has always been within the financial industry, but my passion has been to work with people. I began my career with Edward Jones with the desire to serve individual investors and their families in order to help them reach their long-term financial goals.
I earned a bachelor's degree in business administration with an emphasis in finance and banking at the University of Missouri - Columbia.
It is important to me to have an understanding of what's important to you, your comfort with risk and your investment experience before I assist in recommending sound financial decisions for your needs.
In addition to serving individual investors, we serve the retirement needs for small businesses. We recognize that finding the right solution for you can be challenging, but we are prepared to help you establish a retirement plan that will work as hard as you do.
Meeting with our clients face-to-face is key to building a strong relationship. Relationships are fundamental to understanding your current needs and goals. I work one-on-one with my clients to ensure that each individual is provided with a specific tailored solution based on their situation.
Outside of Edward Jones, I am vice president of the local Kiwanis group and have resumed responsibility of vice president of the chamber of commerce. I have always had a dedication to support the special needs community, and I found that to be some of my most rewarding experiences. I am always searching for new ways to get involved within the community and meeting new people.
Please let us know how we can be of service to you, your family or your business. We are here to help.
Contact our office to schedule an appointment today to learn more about our established process.
- Business Retirement Plans
- Insurance & Annuities
- Special Needs Financial Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
My Personal Interests
- Community Outreach
- Board Games
Office Address1501 W Lake St Suite 2
Addison, IL 60101
Phone NumberMicaela J Williams at (630) 495-2131
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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