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 discuss 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, and their Practice Management Advisory Council, which focuses on delivering feedback on improving the practice management programs offered to Cambridge-affiliated financial advisors nationwide
🔸 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?
🤝 TO CONNECT & LEARN MORE:
📱 Instagram, Facebook, & Twitter: @envoywealth
💻 My calendar: https://www.calendly.com/envoywealth