Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community. I joined Edward Jones because I discovered their core values aligned with mine. Many people who seek us out 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.
I have been a financial advisor for over 22 years, focusing on families and those transitioning into retirement. During that time, I was exposed to the financial crises of 2001 and 2007 as well as the most recent crisis caused by the global pandemic. Because of these experiences, I have come to understand how important a well-laid out financial strategy is.
Originally from Midland, Michigan, I am the eldest of 13 children. I graduated from Dow High School in 1983 and then served as a military police officer in the U.S. Army. I graduated with a bachelor's degree from Central Michigan University and hold the CRPC™ professional designation. I am married with two children at home and one grown. My family and I moved back to Cary, Illinois in 2006, where my wife grew up. We continue to have strong ties and remain involved with our community. My son played football for the 2021 state champion CGHS team and is currently a freshman at Iowa State University. My daughter plays volleyball and basketball for Cary Junior High and participates in equestrian sports at both Timmerman's Ranch & Saddle Shop as well as On Course Riding Academy.
My branch office administrator, Laura Zimmerman, is from the area as well and has over 20 years of experience in the industry.
We are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on us with questions.
Our office is a proud member of the Cary-Grove Area Chamber of Commerce.
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
Phone NumberMichael K Coldwell at (847) 854-5948
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