Jorie L. Pitt, CFP^®

Client Advisor

380 S. 1st Street
St. Charles, IL 60174

+ 2 More Locations

200 W Madison St., Suite 2100
Chicago, IL 60606

699 Walnut St., Suite 400
Des Moines, IA 50309

FINANCIAL ADVISOR'S WEBSITE

www.missionwealth.com

(630) 762-8185 CONNECT WITH Jorie

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$1,000,000

General

Jorie Pitt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in St. Charles, IL and the surrounding communities.

Financial Advisor Overview

AHC was founded in 1995 and is an SEC registered investment advisor. As a Fee-Only investment company, AHC Advisors will act as a fiduciary to you at all times. This means we will always put your interest ahead of all others, including our own. We will deliver unbiased, objective and independent investment advice that provides you with a roadmap to help you achieve your goals. We offer you a simplified, and holistic approach to managing your finances, but our process is grounded in the most sophisticated research on the financial markets. Our mission is to partner with our clients as they plan for their future. As a fee-only financial planner we will strive to enhance our clients’ lives by providing unbiased and objective financial advice to help them achieve their personal and financial goals. We will employ sophisticated and personalized holistic financial planning and wealth management services tailored to meet the unique needs of each client and their families. We will deliver these expert services as a fiduciary, always putting our clients interests first, ahead of all other interests, including our own.

Financial Advisor Experience

Jorie Pitt CFP®, CeFT® is a Senior Wealth Advisor at AHC Advisors, Inc. Jorie is a 2003 graduate of the University of Illinois which she attended as a Chick Evans Scholarship recipient. She is a Certified Financial Planner? and a Certified Financial Transitionist?. Jorie is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She has previously served as the President of the Financial Planning Association of Illinois. As the Senior Wealth Advisor at AHC, Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal. As a Certified Financial Transitionist?, Jorie is particularly skilled at working with clients who are going through a significant financial transition. One of her specialties is working with clients who have received an inheritance and need assistance creating a plan to handle their new wealth. Jorie is also skilled at working with individuals who have recently lost a spouse or life partner. She guides them through the difficult and often lengthy process of re-imagining their day-to-day life and their financial goals. Jorie is married to her husband Stephen and they currently reside in Darien, IL along with their Pitbull named Bosco. They rescued Bosco in 2015 and have both since become involved in the animal rescue mission. During their free time they volunteer at the West Suburban Humane Society. Jorie loves to travel but still has a lot of the world left to see! She also enjoys reading, musical theater, country music and White Sox baseball.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Financial Transitionist (CeFT)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances