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portrait of David Lammers
FINANCIAL ADVISOR

David Lammers

CFP®, AAMS™, CRPC™
3923 Mercy Drive Unit H, Mchenry, IL 60050opens in a new window
CallSend Me a Message

About David

As a financial advisor and CFP® professional, I help families connect their wealth to what's most important to them. It is a privilege and joy to help individuals and families achieve goals like preparing for and navigating through a successful retirement, establishing and protecting a legacy, and more. We're inspired each day by our clients' real-life stories, and are honored to play a small role in helping achieve them.

Each person and family has a unique story and relationship with money, and as such, we strive to ensure every aspect of their financial strategy reflects accordingly. This includes their time...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesMay 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of IL-Champaign/UrbanaBachelor of Science-Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Hiking
  • Sports Enthusiast

Team Members

  • Cookie Marshall
    Sr. Branch Office Administrator
  • Sharon Schwager
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(815) 344-2925

Fax

(888) 892-0506

Office Address

3923 Mercy Drive Unit H
Mchenry, IL 60050opens in a new window

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