6833 Stalter Drive
I believe that the value people place on money is shaped by who they are and the unique experiences they have had in life. Both of my parents experienced personal and financial challenges in their upbringings. Because of this, they worked extremely hard to advance their careers and make smart financial decisions to provide for me and my sister. It was from them that I learned how to budget, save, prioritize and plan to achieve good financial outcomes in my life.
My own experiences and values led me to a career as a financial advisor, where I have the opportunity to help others make decisions to positively impact their financial lives. My greatest professional satisfaction is when I see a client realize that they are in a good place – they have confidence in the long-term plan we have developed, and they can now leverage their money to live the life that they’ve always wanted.
As a lifelong Rockford resident, I enjoy helping people in my community plan for their goals, navigate life events, make sound investment decisions, and have the financial confidence to live their best lives. My goal is to learn each persons’ story – who they are, where they came from and where they want to be – and help them develop a flexible plan to enjoy every phase of life.
Education: Illinois State University, Bachelor’s Degree in Finance
Years in Industry: 9
Licenses: Series 7 and 66, both held with LPL Financial
Designations: CERTIFIED FINANCIAL PLANNER®, ACCREDITED INVESTMENT FIDUCIARY®
Wife: Jenna, who is also a Rockford native, works as a teacher and is pursuing a Master's in Occupational Therapy.
Two children: Everett and Sullivan
Two dogs: Roman and Poppy
Spending time with family and friends
Traveling — My favorite trip so far was New Zealand!
Golfing — Mostly swinging and missing
Trying new restaurants — I am a self-proclaimed sandwich connoisseur and always on the hunt to find the best!
Perfecting the art of smoking meat — Let's share recipes!
I joined the Symmetry Financial Advisors team because I have a true passion for delivering quality, reliable client service. Creating lasting impressions and meaningful connections is the best part of my job.
I have worked as an administrative professional for 20 years. During this tenure, I've learned that persistent care and active listening are at the root of all productive relationships. I look forward to assisting you as you partner with Symmetry on your financial journey.
Education: Guildford High School
Years in Industry: 20
Achievements: Senior Administrative Assistant and a graduate of LPL Financial's AdminU program
Three children: Brittany (27), and twins, Zachary and Olivia (21)
Spending time with family
Patiently waiting for her new grandbaby due July 2022!