As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy so you have more options when you retire, regardless of what you decide to do. In 2004, I began my career as a financial advisor with Edward Jones, after graduating from DePaul University in Chicago, IL, with a bachelor's degree in finance. I have been awarded the AAMS® designation from the College for Financial Planning. I am insurance licensed and Series 7 and Series 66 licensed. I have served the firm as an Edward Jones field trainer, new financial advisory support specialist, mentor and secondary growth leader throughout my tenure with the firm. Currently, I reside in Carol Stream with my husband, Ryan and my son, Caiden. I am an active member of the community. I have served on the Wheaton Chamber of Commerce Board of Directors and was part of their Ambassador Club, as well as the Young Professionals organization. I have served as a court-appointed special advocate for foster children (CASA) and I was a Junior Achievement volunteer for our local elementary school students. My branch office administrator, Michelle Trepanier, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with your questions. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives. Please call our office with any questions.