One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.
I attended Lewis University and graduated with honors in 1997 with a bachelor's degree in business administration. I began my career with Edward Jones in 2016, but I have over 20 years of experience in the finance field, having spent the majority of my career working in commercial banking.
My husband, Bill, and I have two children: Nicole, age 18, and Michael, age 15.
My branch office administrator, Janet Gavril, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their lives.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- New Investors
- College Savings
- Insurance & Annuities
Phone NumberMichelle A Jones at (630) 323-3696
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