Scott is the branch manager of the Bartlett branch of Raymond James. He strives to foster a friendly, open work environment in which financial advisors are free to thrive. To this end, he applies his 20 years of experience in the financial services industry, 13 of which were as a financial advisor.

 He is currently also a FINRA arbitrator, serving the public and the securities industry by hearing and resolving issues between investors and firms. Scott earned his Bachelor of Science from Syracuse University.

 Ron is a Certified Estate Planner (CEP®) and Vice President Investments.  He is the second youngest of nine children, who was raised on a farm outside of Rochelle, IL.  After graduating from the University of Illinois in 1989, he entered the financial world to help individuals with their investment needs. Ron and his wife have been residents of Bartlett for 10 years with their four boys.  They are very involved with their children and community activities.

 Dave has worked in the financial services industry since 1990. He completed his undergraduate and graduate work at DePaul University in Chicago. Before entering the financial service industry, he owned two businesses for 10 years and later held a management position at a Fortune 500 company. Dave plays an active role in the community, serving as a member and past president of both the Bartlett Rotary Club and the Bartlett LeTip International Group. He was also elected to serve as Treasurer of the Bloomingdale Public Library. For 10 years Dave was the music director at St. Peter Damian Church.

Matt is a Financial Advisor and Accredited Asset Management Specialist. He started work in the investment services industry during high school, and continued on through college internships.  Matt completed his Bachelor of Arts degree at Bradley University on Peoria, IL.  While attending school, he played four years of collegiate ice hockey for the Bradley Braves.  Besides being a student athlete, Matt was also a member of the Sigma Alpha Epsilon fraternity where he was elected to serve one term as vice president.  Matt resides in Carol Stream with his wife, Rachel, and their four sons.  Currently, Matt is serving as a parish treasurer at St. John Lutheran in Wheaton, Illinois.  Matt is a key part of the "plan early" team.  He concentrates on 401(K) rollover investment planning and income production during retirement.  Matt enjoys helping clients better understand the value of planning for retirement, as well as strategies designed to generate tax-advantage income.

Barb's specialties are Financial Planning, Estate Planning, and Retirement Income Strategies.  Barb graduated with honors from Purdue University with degrees in Math and German.  She worked in corporate America for several years as a Systems Analyst and Systems Engineer before entering the financial world 2001. Barb and her husband, Tim, live in Rolling Meadows, Illinois, and have grown daughter, Tricia.

Rob has worked in the financial service industry for 22 years. He graduated from Eastern Illinois University in 1987, and has lived in Bartlett with his wife and six children for 18 years. He works as a team with his brother

John Martin has been working in the financial service industry for 18 years, and also graduated from Eastern Illinois University in 1988. Rob and John focus on municipal and corporate bonds to help provide income to their clients’ portfolios.