Helping you reach your financial goals is my number one
objective. Working together, I will help you make sound financial decisions
consistent with your comfort level, investment timeline and goals. We can start
small and grow or evaluate and build upon any existing financial plans. The
result will be a strategy designed to help you build, protect, use and transfer
assets in the most advantageous way. Periodically we will review your situation
and adjust as needed. It just makes sense - as your life changes, so do your
financial needs, and I will be here for you at every stage of your life.
As a financial advisor located at 1stMidAmerica Credit Union, I have a strong history
of working with credit union members, their family and their friends. I have
access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these
key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a
previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
My Education and Professional Designations….
- B.A. Business Administration, Southern Illinois University at Edwardsville, 2006
- Specializations in Economics and Finance
Career Highlights….
- Financial Services Industry 19 years
- Registered Representative of CBSI
- Life, Health and Annuity Licensed
Personal….- Married, wife Kristin Fulkerson
- Three daughters