I'm truly blessed by the opportunity I have to serve my clients and the Geneva community as an Edward Jones financial advisor.
My primary focus each day is to help my clients lead a financially secure life. I believe that helping them build their wealth and having a strategy in place to protect their wealth allows them to spend more time enjoying the fruits of their labor and less time worrying about finances. A financially secure life looks different for everyone. For you, it might be the ability to retire early. For others, it might be building a legacy for their children and grandchildren. And yet for others, it might be as simple as putting your child through college or being able to take an annual trip during retirement.
I spend a lot of time getting to know my clients and their families. I do this not only because I care about them but because it helps me better understand what is important to them. That is the key to building long-term, personalized financial strategies, so I can help them achieve their goals. I am proud to serve a variety of clients beyond individuals and their families. I also serve business owners, non-profits, 401(k) plans, homeowner associations, insurance trusts, etc. I work with my clients' CPAs and attorneys to provide tax efficient estate and legacy strategies, business succession and tax loss harvesting.
I am proud to partner with my Branch Office Administrator, Therese Davison. We take pride in delivering the high level of service that our clients have come to expect and deserve. Therese brings her enthusiasm, caring personality and dedication to the office each morning.
My husband, Scott, and I live in St. Charles. When I'm not serving clients, you can find us spending time with our family, traveling somewhere warm, at the dog park with our labs, Junior and JoJo, or on the golf course.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberSara L Mills at (630) 232-2204
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