What’s your preferred future?
While I work with a variety of clients, I specialize in investment planning and retirement preparedness. I enjoy asking thought-provoking questions regarding money, generosity, and legacy goals. My core function is to help you cut through the clutter and connect the dots between your current reality and your preferred future. Along this journey, we will identify which pieces of your own financial puzzle are missing, ignored, or not even aligned with your goals.
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Locations
Champaign Office
- Phone:
- 217-819-4646
- Fax:
- 877-694-1555
Hours
M – F: 9 a.m. – 5 p.m.