Address: 2 Main Street, Danville, IL 61832
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
“My goal is to provide clients with customized financial plans that address their short-term and long-term goals. An ongoing process, defined by their plan, allows us to navigate life changes and the financial markets.”
Career Highlights & Industry Expertise
- Financial services industry professional since 2009
- Joined Old National Investments in 2016
- Bachelor’s degree in business-finance from Indiana University
- Accredited Asset Management Specialist designation from the College for Financial Planning
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact Maribeth Brown or Sam Gourley, at (877) 332-4700 or IST@onbinvestments.com.