Why we invest is often as important as what we invest in. We use proven strategies to create an individualized plan to financially live your best life today while planning for tomorrow.
Your goals are personal, your plan should be too. One thing this past year has taught us, is enjoying today can be equally important to focusing on our long term goals. What does "financially stable" mean to you? What does financial success look like and where do you want it to take you? Partnering together, getting to know you, we can begin to answer those questions. Together using proven strategies, we can create a individualized plan to take you toward your goal. That's simply what we aim to do. I personally believe money doesn't buy happiness, but a successful financial strategy can give you choices. And I believe, the more choices we have, the greater chance for happiness.
I began my Edward Jones career as a financial advisor in 2014. I have lived and raised my family in the Northern Lake County area for over 20 years. I have volunteered locally for Rotary, Chamber of Commerce, Boosters at our local schools, walked to find a cure for Alzheimer's and even taught religious education in our community. Giving back and being an active participant in our community is one of my top priorities. Working for a firm that shares that priority is important too. That is why I am here at Edward Jones. They put our community and clients first. And I wouldn't want it any other way.
Finding the right financial advisor is finding the right person who takes the time to know you and your priorities. From campers crossing our country to winter homes in warmer climates, we have been blessed to work with our clients in Illinois and cross country as they are working for todays goals, retirement, and getting to their kids college graduations, and life in general. It's your job to dream, it's our job to partner to get you there.