After being in the financial industry the last 15 years, I have learned from my clients that your biggest concern is our biggest priority. I listen to understand what is most important to you and your family. I pay attention to the details and consult with you and your trusted partners on all your options. Transparency is priority in our business.
When it comes to financial peace of mind, I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments: insurance, college savings, estate, taxes, etc., and also the “micro” level of household cash flow). Together we will work in partnership to prepare for and anticipate your life transitions and to be financially prepared for them.
My prior position was with Morgan Stanley Wealth Management as a financial advisor for eight years in downtown Chicago, working with a global stock plan team. I specialized in working with corporate executives and their families that worked at Fortune 500 companies by helping them with their wealth strategies and stock options. My husband, Jason G
unther, is also a financial advisor with Edward Jones in Lake Forest, IL. He has been with the firm the last eight years.
I earned a bachelor’s degree in 2001 in business administration and public relations and minor in communications from Coe College in Cedar Rapids, Iowa.
My husband, Jason and I have two daughters, Olivia and Lillian. I am an active member in the community with organizations such as the Lake Zurich Chamber, Business Women Connected, Caring Women’s Connection, and P.E.O.
My branch office administrator is Kathleen Liggins, who has 10 years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.