Judy A. Evers
Combining a degree in education with more than 30 years of experience in financial services – both as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional as well as in commercial and retail banking, it’s not surprising that Judy takes a consultative, educational approach to all of her clients. She specializes in explaining potentially complicated financial concepts and solutions in a way that is easy to understand and put into action.
She begins each relationship by working closely her clients to fully understand their financial situation. She then thoroughly educates them on all the options available to both them and their families. These opportunities may include personalized retirement and financial plans, professional investment management, asset protection, and wealth transfer and legacy planning. She also helps clients implement their plan, bringing in highly vetted outside resources, such as attorneys, when necessary.
A graduate of Northern Illinois University, Judy holds licenses in life, health and long-term care insurance and is FINRA licensed. She also holds Series 7 and 66 licenses.
“Over the past seventeen years, I have enjoyed working with families and individuals to help them reach their goals. I focus on building very thorough, strong relationships, which lets me help them secure their financial lives.”
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