I’m passionate about planning and budgeting. Your life journey is unique, and I can provide you with a customized financial plan so you can concentrate on your family, your health, and your career. Our work together will be a combination of your goals and my professional experience. Together we can focus on all areas of your plan, including retirement savings, your expected spending, tax-efficient investing, insurance, college savings, long-term care, and the creation of meaningful legacies. I also work closely with your accountants and attorneys.

I am licensed to work with securities, and am licensed in life & health insurance solutions. I also maintain my Certified Public Accounting (CPA) license, which allows me to stay abreast of current tax law changes*. The 20 years I spent in public and private accounting have given me the skills to help you in all aspects of your personal financial interests and needs. You’ll find I speak plainly, and I love explaining what sometimes are complex economic questions. I think educating you on your investments is vitally important for your financial confidence, and our conversations ensure I’m helping with your visions and your values.

In my free time, I enjoy cooking for my family and friends, playing tennis and golf, taking yoga classes, and spending time with our two children at my alma mater, the University of Illinois. I’m also a founding member and remain actively involved in 100+ Women Who Care Effingham County.

*The tax advice and/or services of Melissa Willenborg are independent of RJFS