Address:
2801 West Jefferson Street
Joliet, IL 60435
Serving the Joliet, IL region and banking centers
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 will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Financial services industry professional since 1997
- Series 6, 7 and 66 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
Education
- Benedictine University
Outside of work, I enjoy snow skiing and boating. 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.
To set up an appointment or for general service and support, contact my Wealth Advisory Assistant, Michelle Taylor, at (815) 280-1878 or via email at Michelle.Taylor@onbinvestments.com.