400 South County Farm Road
Wheaton, IL 60187
My Professional Approach
As a financial advisor and member of the Cunningham, Gregory, & Hoppe Wealth Management group at the Wheaton, Ill., office of Benjamin F. Edwards & Co., I consider it an honor to serve as my clients’ “personal CFO” and to help them achieve their financial goals.
Wealth management encompasses more than investment advice. It takes many aspects of your financial well-being into account, including insurance needs, funding for education, liability management, retirement planning, estate planning, and preparing for future care for you or a dependent. By listening to what is important to you and by working with our firm’s extensive resources, I will help you create and execute a custom, comprehensive plan that is designed to help you pursue your goals. We will then monitor your plan together on an ongoing basis to help ensure that your plan and goals continue to align.
In addition to working with individuals and families, I assist small business owners in helping them choose a suitable retirement plan for their company as well as effectively transitioning their business upon retirement.
I started as a financial advisor in 2016 after spending the first portion of my career helping develop microfinance institutions in some of the most complex, challenging environments in the world. Despite having followed a path less traveled, the experience instilled in me a passion for walking alongside clients to help them meet their ever-changing needs, and it ingrained in me the importance of doing so with integrity, competence, and compassion.
When I’m not working, I spend most of my time investing in family, friends, and my church. I also love to run, travel, and volunteer within my community.
- New York University, Master of Public Administration with Concentration in Finance
- University of Illinois at Urbana-Champaign, Bachelor of Science in Systems Engineering and Design
- Chartered Financial Analyst (CFA), 2014
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification, 2018
What is a CFA? A chartered financial analyst (CFA) is a professional designation given by the CFA Institute, formerly the Association of Investment Management and Research (AIMR), that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
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.