SPRING VALLEY — Steven Lamis of Cherry has been wanting to open an Edward D. Jones office in Spring Valley for two years.
That goal became a reality last November when he opened at 206 E. St. Paul St. in downtown Spring Valley.
Lamis grew up in Waltham in LaSalle County and graduated from Ottawa High School. He later received a bachelor’s degree in business administration from Southern Illinois University at Carbondale and worked in construction for many years before joining Edward D. Jones.
“It was my intention when I started with Edward D. Jones two years ago to open this office,” he said. “I was working out of the Oglesby office until this happened.”
Lamis said he will focus on being an information source for the community by hosting seminars about every 90 days. His first seminar is set for April 1 and will deal with a women’s guide to financial matters. He also is planning a seminar in July on putting a retirement plan to work and in August during business owner appreciation month.
Lamis plan on helping people save their money regardless of their goal, whether it be for college education for their children, saving for an emergency fund, or planning for retirement.
“With my business owner background, I will focus on smaller company retirement plans whether they be 401K, 403B or 457 plans for those companies with 20 employees or less,” he said. “I can also help smaller size businesses that are sole proprietors.
“All Edward Jones financial advisors help their clients choose stocks and bonds but not all focus on retirement plans for companies,” he added.
Lamis is a member of the Illinois Valley Area Chamber of Commerce, Peru Rotary Club and the Spring Valley Economic Development Board.
“The biggest stumbling block to planning to save is to start,” he said. “People are afraid to ask.”
Lamis is planning an open house at his office from 10 a.m. to 2 p.m. Saturday. He can be reached at 815-664-2014 or by email at firstname.lastname@example.org.
Comment on this story at www.bcrnews.com.