Financial independence is achieved on purpose, not by chance. It takes vision combined with discipline and time, and must be planned for in advance.
This is the main goal for the clients that I work for, and I am dedicated to this task. I do this by understanding your vision of financial independence, and recommending financial strategies tailored to your specific objectives.
For the past 12 years I have worked with clients in several stages of life such as pre-retirement, retirement, divorce and inheritance. Planning for these life events requires a long term outlook, but must also take into consideration immediate needs. As a financial advisor my job is to match people's investments with their life situation, and to be their voice of reason during good times and bad. This fosters investment discipline which I believe is the key to investment success.
In my free time I enjoy spending time with my family, and being active in my church and local charities. I am a graduate of Purdue University and the College for Financial Planning.
If you have $100,000 or more in investable assets, please feel free to call or email me to schedule a consultation.
Sieglinde handles the client services function of the practice. She is a graduate of Purdue University with a Bachelor's degree in Education and earned her Master's Degree in Administration from Concordia University.
Prior to Raymond James, Sieglinde was the Assistant Principal of Canterbury Elementary School in Crystal Lake, IL.
In her spare time Sieglinde can be found volunterring at our children's schools or working as Chairperson for the St. Sophia Greek Festival in Elgin. She especially enjoys taking trips as a family, exercising, and warm sunny days.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
