Introduction: I work with clients using a unique process called Aspire. Attain. Solidify. Succeed.™ This is a holistic financial planning and investment process that involves multiple face-to-face meetings per year, even if you live outside of Champaign.
As with anything in life, your business and personal situations are fluid and ever changing. I pride myself on helping you address the complexities that may come with: managing your assets, planning for retirement, tax planning strategies, growing your business, insurance, and succession planning strategies.
My job is pretty simple - I simplify financial complexities. Lucky for me, I am analytical, love puzzles and enjoy working with other passionate/ambitious people.