Since 2000, my mission is to help families meet their financial goals by using strategies and tools to prepare for the expected and the unexpected. That’s why I made it a priority to earn the CFP® designation in 2014.
We focus on "preparing for" and "living in retirement." My definition of retirement is, "I don't have a job, but I still have to pay for things." With this definition in mind, we can help you create a strategy so that you spend retirement on your terms and with as few surprises as possible.
How we get you there matters as much as what we do. As a past president and assistant director of our local Rotary Clubs, I live my life and run my business using Rotary’s 4 Way Test.
My team consists of Yvonne Parker and Barb Pan, who are dedicated to providing you with the highest service possible. But we're not alone. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I believe it's important to invest my time to understand what you are working towards and then help you to develop a plan specific to you and your situation. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help achieve your financial goals.
I started my career with Edward Jones in 2000 and now serve clients around the country from my office in Schaumburg, Illinois. I graduated from the University of Missouri with a Bachelor of Science in business administration-finance. In 2013, I passed the board exam to earn the CFP® designation. In 2014, I was invited to become a limited partner with the firm.
The Greater O'Hare Association – Past President
Rotary Club of Schaumburg/Hoffman Estates Past President
Past Assistant District Governor Rotary District
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
My Personal Interests
- Fine Dining
- History and Museums
- Art & Theater
Phone NumberRoger L Smith at (847) 995-0696
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