Let’s talk.
Whether you’re ready to hire an advisor, want a second opinion, or just have a question — there’s no wrong place to start. Choose the option that fits where you are right now.
All meetings are available by phone or video. If you’re near our Elgin or Rockford offices and prefer to meet in person, just note that when you book.
Introductory Conversation
A 30-minute call to understand your situation, answer your questions, and determine whether we’re a good fit for each other. No preparation needed. Just bring yourself and your questions.
Book a time →Second Opinion Meeting
A complimentary review of your current plan. Bring whatever you have — a statement, a question, or just a feeling that something could be better.
Book a time →Quick Question Call
Twenty minutes to get a direct answer on a specific financial question. No agenda, no sales pitch — just a straight conversation.
Book a time →Prefer to reach out directly? You can contact Eric or Brianna individually, or reach the team at hookjonesgroup@rwbaird.com.
Prefer to write it out?
Fill out the form below and we’ll follow up within one business day.
We come to you, or you come to us.
Eric and Brianna both live in Sycamore and work with clients throughout DeKalb County regularly. Location has never been a barrier — we meet virtually, at a branch office, or wherever is most convenient for you.
2155 Point Blvd, Suite 100
Elgin, IL 60123
2601 Reid Farm Rd, Suite A
Rockford, IL 61114
Sycamore • DeKalb • Sandwich
Genoa • Malta • Surrounding area
Serving DeKalb County by appointment. We can typically arrange to meet at a convenient local location or come to you directly. Just mention your area when you book or reach out and we’ll make it work.
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.