25 North Third Street
Geneva, IL 60134
Toll Free: 833-313-2460
My Professional Approach
As a financial advisor and senior member of the Cunningham Wealth Management Group at the Geneva, Ill., 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 harmonized 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 harmonized 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.
With more than 36 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 40 years. We have three terrific children: Kelsey (Stephen), Jameson (Paige), and Joel. We have five grandsons (Samson, Ezra, Rian, Uriah, and Grey) and a granddaughter (Bea).
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.
- Taylor University, Bachelor of Arts in Communication and Theatre Arts
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification, 2006
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.