Team profile


Our Mission

We are passionate and committed to financial excellence. We continually strive to learn and improve in providing our clients the best possible advice, service, and investment management.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Investments

Awards & recognition

  • Tom Royce, Ameriprise Circle of Success, 2023

Community participation

American Red Cross
Bob Woodruff Foundation
Naperville Area Humane Society
St. Jude's Children Research Hospital
Van Angel Institute

Retirement is a journey, not a destination

At Voyage Financial, we specialize in crafting personalized retirement planning and investment strategies to navigate the complexities of financial security for individuals of all age groups and walks of life. Our expertise includes guiding clients through 401k rollovers, developing robust retirement income strategies, providing essential planning for healthcare costs in retirement, and optimizing wealth with tax strategies such as Roth planning. With a focus on delivering tailored financial solutions, we ensure that your voyage to and through retirement is both secure and rewarding!