1901 N. Roselle RD. Suite 700
Schaumburg, IL 60195
With more than 25 years of experience in financial and investment services, De Eshelman has accumulated knowledge and perspective to help you with your financial goals. De understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. De will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
De endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s more comprehensive resources. Her investment process considers your investment experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what she learns about you and your goals and analysis of the current financial markets, De designs a customized investment strategy based on recommendations made with your best interest in mind. De then takes the time to explain her recommendations and, once you are comfortable with your new plan, put it into action and reviews its performance for opportunities to adapt to life changes and new goals.
De began her career in financial services in 1999, previously spending 10 years in the medical field. Today, she provides comprehensive financial planning, including retirement planning and investment planning, and much more.
A native of Akron, Ohio, De resides in Coshocton, Ohio. She is a graduate of the University of Florida and received a degree in Business Administration and Economics. Away from the office, she also enjoys traveling with her husband and dogs and spending time with her family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
RICP conferred by The American College.