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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.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More
Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn More
Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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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