Michele Westmaas
State(s) Licensed: CA Insurance Lic. #4395964, IL, IN, MN, MO
1411 Opus Place Suite 210
Downers Grove, IL 60515
State(s) Licensed: CA Insurance Lic. #4395964, IL, IN, MN, MO
Meeting options
I’m licensed to meet virtually with clients in multiple states, but I believe an in-person first meeting is the best way to connect. If you're local, we can meet at my Downers Grove office or in downtown Wheaton. Prefer a more informal setting? I’m a foodie who loves coffee shops, ice cream, and exploring new spots. I’m also passionate about community organizations, so if there’s a cause close to your heart, I’d love to join a meeting as your guest and learn more.
My hope is that friends may become clients and clients may become friends.
Rest easier knowing you have a plan to answer the question that keeps you up at night
Financial worries don't have to interfere with your sleep and enjoyment of life. You have so many plates spinning, so many things to worry about, let me spin the financial plate. As your financial advisor, I am your guide through life's financial journey. Together, we'll make a plan based on your goals, values, and priorities. There usually isn't one right answer. But there is a solution that's right for you in each moment. I can help you review the options to make choices aligned with your best interests and make adjustments through life stages and circumstances.
As a parent of an adult self-advocate, I know the unique issues faced by the disability community. Previously a statewide advocate and coordinator, I worked with families across the state on person centered planning and special education advocacy. Now as a financial advisor, I am passionate about helping families answer the question, "What will happen to my child when I'm gone?" We'll look at your big picture to provide financial clarity and develop a holistic plan to meet your unique needs.
I also have connections with the LGBTQ+ community and believe everyone deserves access to non-biased, supportive advice and a financial plan tailored to your personal circumstances, values, and goals.
As a "mature" woman, I want to see young women, suddenly single women, single-by-choice women, and women in all types of relationships build and maintain their financial power and independence. A holistic financial plan is critical through career and relationship changes, marriage, parenthood, retirement, widowhood, and all of life stages.
Let me help you bring together all the pieces of your financial life into a cohesive plan leading to your goals.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Downers Grove Office
- Phone:
- 630-333-4848