Financial Strategies Your Way
Taking a holistic view of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need. Working together, we will assess your current financial situation, discuss your goals and then develop a strategy on how to help get there.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Bloomington Office
- Phone:
- 309-268-9700
- Fax:
- 309-268-9701
Hours
Monday - Thursday; 9 a.m. - 5 p.m. or by appointment