Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. Finance, Eastern Illinois University
  • MBA, Eastern Illinois University

Interests

  • Family
  • Monticello Rotary Club
  • Monticello Chamber of Commerce
  • Chicago Cubs

Community participation

  • Volunteer of the Year, 2016
  • Calvary Baptist Church
  • Piatt County Merit Commission
  • Sage Strive Basketball Camp Director
  • Monticello Chamber of Commerce
  • High School Interact Club Volunteer
  • Monticello Auxiliary Police
  • Monticello Main Street - Celebration Committee
  • Monticello Rotary Club, Past President and Director
  • Monticello Area Education Foundation, Past President and Director
  • United Way, Past Director
  • Rotary Literacy Reading Program
  • Monticello Recreation and Travel Coach; Basketball, Softball and Soccer
  • Monticello Theatre Association
  • Relay for Life

Professional associations

  • Financial Planning Association