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Hello.

I'm Joel Sambursky

I knew I wanted to be a Financial Advisor by the end of my first finance class at Southern Illinois University. I felt deeply then that if I was equipped with this knowledge I could make a meaningful difference in people’s lives. Now, twenty years later, I'm grateful that that long-haired college student made that decision. I have witnessed the value of financial planning. Unfortunately, I’ve also seen the consequences of failing to plan. If you want to roll up your sleeves and develop a financial plan, then let’s talk.

Let's Talk

Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Learn More

Meet Our Team

Joel Sambursky

Joel W. Sambursky, AIF®

President

joel.sambursky@lpl.com

Juliana Hellriegel

Juliana Hellriegel

Client Services Coordinator

juliana.hellriegel@lpl.com

What is most important to you?

What is most important to you?

I love having the opportunity to work with my clients. I want to understand what is most important to them on their financial journey and then work to produce a plan that helps them work toward their objectives.

Ready To Talk

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