With over 15 years of experience in financial advising, leadership, and operations, I help individuals, families, and businesses gain peace of mind and a clear plan for the future. My services include evaluating retirement planning tools, providing guidance on health and life insurance, and clarifying Medicare options—because everyone, no matter their budget or goals, deserves to feel financially secure.
My process starts by understanding what matters most to you. I take the time to thoroughly assess your current financial situation and future aspirations. Whether we're reviewing your current insurance coverage or starting from scratch, I make sure you have everything you need to make confident, well-informed decisions.
At Egan Financial Services, I’ve spent nearly a decade building long-term client relationships rooted in trust and personalized care. I also bring leadership experience from hospitality and retail, where I’ve managed teams, improved processes, and helped create top-tier customer experiences.
Let’s connect if you're looking for someone who blends financial expertise with empathy, strategy, and clear communication.
IL
Areas of Focus
Small Business Owners
Retirement Planning
Wholistic Financial Planning
Education & Credentials
Certified Plan Fiduciary Advisor (CPFA)
Bachelor of Arts in Finance, Benedictine College
Personal Interests
Football
Reading
Fishing
Hockey