I started investing at 19, after my parents took me to their local financial advisor to learn about Roth IRAs. I immediately gained interest, and I have been passionate about our business ever since. We care as much about why you're investing as what you invest in. Our team consists of myself, Sr. Branch Office Administrator Ami Strong, Branch Office Administrator Stephanie Sullivan and Financial Advisor Dave Lepley. Each of us are honored to serve our community and our clients. In 2011, I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s extensive requirements for professionalism in financial services and agree to abide by the CFP Board’s Code of Ethics and Financial Planning Practice Standards. In 2023, I received the CEPA® designation through the Exit Planning Institute®. This expanded my knowledge base on exit planning considerations for business owners, business valuation and estate strategies.I am honored to have been named among the nation's top financial advisors with Forbes Best-in-State Wealth Advisors. (Source: Forbes Best-in-State Wealth Advisors in IL in 2022, 2023, 2024 and 2025 awarded first quarter each year, research by SHOOK LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, along with other factors including compliance records, industry experience and client retention.)When you commit your time and effort to causes you feel strongly about, the rewards can be endless. I currently serve on the boards of both the Highland Area Christian Services Food Pantry and the HSHS St. Joseph's Foundation Leadership Council in Highland, IL. We want to understand what is important to you. We use an established process to help you build personalized strategies to help you achieve your goals, and we will partner together throughout your life to help keep you on track. We prefer helping families who appreciate sound advice. Your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. Please contact us to discuss your situation.