 |
 |
 |
 |
 |
|||
 |
 |
 |
|
 |
|||
 |
|||
 |
|||
 |
|||
About Us |Our WheelRight™ Process | Values Assessment |
|||
|
My Story, My Philosophy
The wheel we use as our company symbol is very special to me. It represents family. It's a wheel from my maternal grandparents' farm wagon. They used it in the early 1900s, and my mom and her sisters employed it to work the land of our family homestead. To me it is the symbol of their dedication and sacrifice as they carved out a life for themselves. I see it as a tool that helped them move ahead on life's journey. It's my connection to family, to work ethic, and legacy. My passion is to truly help families build and protect wealth while enjoying as much peace of mind as possible. I see myself as a WheelRight on their road to success. Together we design, build, and maintain their Financial Wheel to get them where they want to go in life. I provide more than a service. I provide an experience. Because to me, it's more than a job, it's my mission. I have over 26 years of experience in the financial industry, six of them running my own firm. I am a multi-licensed financial advisor and certified coach, and have a strong spirit to offer the best solutions for my clients. Because I know one person cannot be an expert in all areas, I assemble a diverse team of specialists to work on your behalf – or work with your existing service suppliers such as attorneys, CPAs, insurance professionals, and others – to make sure they are all committed to your success. That kind of comprehensive approach is part of my WheelRight™ philosophy. What else have I learned from "the wheel?" That what goes around comes around. It is a philosophy that helps guide me as I start each day, excited about the value I can bring to my clients' lives. I am eager to put that enthusiasm to work for you, too!
|
|
Everybody has a story, each one unique. Mine begins growing up just outside a small Midwestern town, Cedarville, Illinois, the birthplace of Nobel Peace Prize winner Jane Addams. It was there where I formulated my values and grew up with a firm foundation. It was there I first thought about the symbolic importance of a wheel.
 |
|
Respond and learn how financial and insurance products and investment strategies can be used in various planning strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability for this information to your situation. 16109 1100310 Investment Advisory Services offered through JBA Senior Solutions located at 2569 W McConnell Rd, Freeport, IL – 815-235-1702.
|