What sort of things can you help clients with


With Our Team Practice, We Help People Find Financial Clarity

Life is full of important decisions, and planning for your financial future can feel overwhelming. That’s why we’re here—to help you answer the questions that matter most. Here are some of the top questions our clients ask us today:

  1. .How do I adjust my retirement plan for market volatility and economic uncertainty?
  2. .When should I start drawing Social Security—and what strategy maximizes my benefits?
  3. .How can I provide for a loved one with special needs without jeopardizing their government benefits?
  4. .What’s the best way to plan for healthcare costs beyond Medicare, including long-term care?
  5. .How do I protect my portfolio against inflation and rising interest rates?
  6. .Should I pay off my mortgage or keep investing?
  7. .Is a Roth conversion right for me—and how do I diversify for tax efficiency?
  8. .How will taxes impact my retirement income and estate plan?
  9. .What strategies can help me leave a lasting legacy for my family and favorite causes?
  10. .How do I integrate charitable giving or digital assets into my financial plan?
  11. .What steps should I take to prepare for unexpected life events like divorce or disability?

If any of these questions—or others—are keeping you up at night, let’s connect and create a plan that gives you confidence and clarity.

Offices in Champaign and Crescent City.

My Designations & Certifications

  • Retirement Income Certified Professional (RICP)

An RICP® specializes in the complexities of:

Income planning

Social Security claiming

Asset management and wealth transfer

Long-term care planning

Life insurance

Business succession planning

More information at Why You Need an RICP® - Why RICP

  • Wealth Management Certified Professional® (WMCP)

A WMCP® focuses on the complexities of:

Goal-based wealth management

Efficient tax strategies

Investment and risk management

Account construction

Strategic investing

More information at Why You Need a WMCP® - Why WMCP

  • Certified Exit Planning Advisor (CEPA)

On the surface, it may seem like the main goal in exit planning is harvesting the value in your business and exiting happily into the next phase of your life. However, it is so much more than that. The goal of any successful exit plan is to create a significant company.

Wesley Food Pantry Gardens

Gardening is a hobby so being able to help with the Wesley Food Pantry garden projects is a ton of fun, work and reward. I love to hear how excited the Pantry clients are to partake in the wonderful produce the Pantry grows every year.

Meet My Team

East Central Illinois Group

East Central Illinois Group

East-Central Illinois Group

East-Central Illinois Group

Title

Team Practice

Website
https://connect.thrivent.com/east-central-illinois-group