Here to help.
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I and have been in the financial services industry since 2014 and enjoy serving the people of central Illinois.
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we can assess your financial picture and explore how you can strengthen your financial position, protect your financial future, and explore more tax-efficient ways to manage your money. I believe no matter what stage of life you are in, having a strong financial plan will help you reach your goals. Let me help you get to where you want to go!
Financial clarity shaped by your values and your goals
I enjoy connecting with people, learning what is important to them, building a long-standing relationship and helping them achieve their financial goals. I know that everyone has unique goals, challenges, and opportunities that is why no one plan is right for everyone. I work with you to create a clear, customized, purpose-driven plan that is right for you and will help you reach your financial goals. My focus is on your life, family, and priorities, not just your portfolio.
Looking for a SmartVestor Pro – Look no further
I am a Dave Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.
Schedule an appointment to learn more!
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
MEETING OPTIONS:
In Person | Virtual – Zoom | Phone
112 State Street, Suite 2C, Peoria, IL 61602
To schedule a complimentary consultation, select preferred option below:
In-Person | Virtual | Phone or call 309-439-9169
Tips to help find my office:
Our entrance is actually on Water Street, which is the last Street before the river and runs directly behind the new museum and Caterpillar Exhibit. There is a large parking lot where Water Street ends at State Street. This is near the post office by the river and where Kelleher's Irish Pup is located. Park in the lot. When you face away from the river you will see four old warehouse buildings with an iron arch over a brick sidewalk going up between the buildings. At the end of the sidewalk there is a green door on the right. Inside is an elevator, my office is on the second floor two lefts out of the elevator.
If you know where Kelleher's is just park across the street from there.
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Location
Peoria Office
- Phone:
- 309-439-9169