Team
At Seegert and Seegert Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Jordan has been a financial professional with Seegert and Seegert since 2009. He spends his time in the company’s Monroe and Dundee office. After attending university, he began working for a regional bank in Indiana...
Kevin has been working in the financial services industry and advising for over 30 years. He spends most his time in his Monroe office, but occasionally...
Mike began his career in the financial services industry in 1996 and works full time out of our Monroe office. Prior to joining Seegert and Seegert, Mike enjoyed a 20-year career as an engineer with a local manufacturing firm. Mike...