My Professional Approach
As a financial advisor and managing director of Cunningham, Gregory, & Hoppe Wealth Management at the Wheaton, IL, office of Benjamin F. Edwards & Co., my mission is to help clients build, manage, preserve, and transition their wealth in accordance with their highest dreams and visions.
Just as a conductor leads and directs an orchestra to create unified and harmonious music for an audience, I utilize the resources of my team along with our firm’s extensive investment product and financial services resources to create unified and harmonious plans for my clients. I provide trusted advice and exceptional service.
By listening well to what is important to clients, I assist them in identifying and prioritizing their financial goals and dreams. Together with my team, we help develop, implement, and monitor a plan to help them pursue those goals.
My Background
With more than 38 years’ experience as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™ Professional, I can help you build a diversified portfolio by selecting investments that fit well with your objectives and risk tolerance.
Paige is my bride of 44 years. We have three terrific children: Kelsey (Stephen), Jameson (Paige), and Joel (Kelli). We have five grandsons (Samson, Ezra, Rian, Uriah, and Grey) and two granddaughters (Bea and Louisa).
In my free time I create photo/videographic events for not-for-profit organizations. I love walking with my bride, skiing, cooking, travel, singing, and encouraging others in their walk of faith. I also serve on the board of Americans United for Life, and as a deacon at my church.
Education
- Taylor University, Bachelor of Arts in Communication and Theatre Arts
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2006*