Ready to discuss your financial future?
5832 North Knoxville Ave.
Peoria, IL 61614
Toll Free: 877-261-0603
My Professional Approach
My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future.
From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2009 as assistant branch manager and facilitated the opening of our Peoria, IL office. I began my financial services career in 1982 having served as a registered sales assistant, assistant branch manager and complex administrative manager. Joining with Tom Henrichs, branch manager at Benjamin F. Edwards & Co, we formed the Henrichs Legacy Wealth Management Team where our clients know that we’re fully invested in their financial future — we are just another family member that will be there for you and the next generation.
Outside of work, I like to spend time with my family and young granddaughter. I also enjoy travel, music, boating, and exercise.
Areas of Concentration
- Education Planning
- Estate Planning Strategies
- Financial Planning
- Retirement Planning
- Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 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.