Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
In my 20+ years of experience, I have seen many ups, downs, and sideways markets that experience specific advice and guidance. As the world changes, we continue to look for better ways to address life's current challenges and prepare...
I moved to the Investment Department of the bank over 15 years ago. The best part about joining the team is the ability to focus on client service. It is truly a joy to work with clients and help them pursue their family goals.
I joined the Investment Department so that I could help people. It is a truly rewarding experience working with people both personally and financially. Each and every day is a new experience and a new opportunity to help.
After 15 years in the industry I decided to move back to my home town, Galesburg. Helping enrich the financial lives of our clients is truly rewarding. I look forward to giving back to the community that gave me my start.
