Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Branch: 9800 Connecticut Dr, Crown Point, IN 46307.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. I am both an educator and a comedian at heart -- I'll teach you what I know and make you laugh while doing it. I'm an elder millennial (ouch) and I'm an old soul who wishes we could go back to the times when people got dressed up to fly on airplanes. I have strong opinions but will calmly discu
ss them with you. The Capricorn in me pairs hard work and attention to detail with a dry sense of humor and quick wit. My carnitas taco recipe is way better than my golf swing. Growing up, I wanted to be the next Steven Spielberg and direct Hollywood movies. Instead, I direct people to financial solutions to improve their lives. Basically, I spend every moment of my days trying to help. I help my clients by:
👉 establishing financial plans that fit their lives and guide them toward their retirement, education, charitable, or other goals.
👉 helping business owners stay focused IN their business while I help them ON their business.
👉 allowing them to financially de-stress knowing that I'm working on this process with them. I do my best to help in other ways, too:
🔸 Board President of two non-profits: Act of Grace, Inc., focusing on helping youth with epilepsy and their immediate families, AND the Park Forest (IL) Historical Society -- a board my grandfather served on three decades ago
🔸 Member of Cambridge's New Century Council, focused on preparing the firm for the next generation
🔸 Mentoring students at my alma mater, Northern Illinois University, as well as reviewing scholarship applications
🔸 Judging scholarship essays written by elementary through high school students nationwide focused on financial literacy through the InvestWrite and LifeHappens programs
These efforts led to me being honored with induction into the InvestmentNews 40 Under 40 Class of 2022**, of which I am eternally grateful. So, here's my point:
My mission is your success. Can I be your Envoy on your journey?
**InvestmentNews 40 Under 40 award, 2022, is presented to financial professionals making a significant positive impact in the advice industry and their local community. An InvestmentNews editorial panel reviewed over 600 candidates and made its final decisions based on each nominee's accomplishments, contributions, and leadership. To learn about the award nomination and selection process, visit https://40under40inadvice.com/. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Envoy Wealth Management LLC are not affiliated. Fixed insurance offer through Envoy Wealth Management LLC. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
