As the Managing Partner at Brock Hill Wealth Management, my role encompasses serving as the Owner, Advisor, Planner, and Portfolio Manager. With over a decade of experience in the financial services industry, I've had the opportunity to work at firms like Wells Fargo Advisors, Asset Management Resources, and Citizens Investment Services. These experiences have equipped me with a diverse skill set and a deep understanding of the financial landscape.
I take pride in our holistic and comprehensive approach as fiduciary advisors. We deliver tailored recommendations based on each client's unique financial plan. My background in tax allows me to specialize in advanced investment, estate, and tax planning strategies. Together with Jared, we've helped clients coordinate a round table of advisors, including CPAs and estate attorneys, to facilitate prudent execution of financial plans and ensure seamless communication among all parties involved.
Having passed the FINRA-administered Series 7 and Series 66 exams, along with obtaining life and health insurance licenses, I am well-equipped to navigate the complexities of financial advising. I earned my Bachelor of Arts from DePaul University, which laid the foundation for my career. I am motivated by helping people achieve and exceed their goals during their lifetime and beyond. The significant responsibility I hold in influencing our clients' financial futures is something I cherish deeply.
I believe the greatest value I can provide is understanding our clients' risk tolerance and aligning their investments accordingly. Specializing in specific financial situations, such as retirement planning, and communicating complex financial concepts in an understandable way are core aspects of my approach. We maintain a simple, transparent fee structure and prioritize building lasting, trusting relationships.
Currently, I reside in Lake Bluff, Illinois. In my free time, I value quality moments with my family and volunteering with Habitat for Humanity. For fun, I enjoy sailing, fishing, camping, and hiking.