As your Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement planning so you have a variety of options when the time is right for you.
After being employed for over 25 years at one of the largest family owned companies in McHenry County, I had the opportunity to join Edward Jones in 2013. I have passionately pursued this second career and have earned my Series 7, Series 63 and Series 65 Security Licenses; I also hold a license for life, health and long-term care insurance.