James R. Stanger, M.S.
AEP, CRPC®, ChFC,
Certified Financial Planner™

Geoffrey A. Simon

James R. Stanger

“High-quality wealth management includes multiple generations and multiple dimensions. I especially enjoy showing clients how they can effectively redirect their tax dollars in ways that support causes they believe in without giving up assets they want to preserve for themselves and their heirs.”

Credentials

  • Certified Financial Planner™ Professional
  • Accredited Estate Planner
  • Certified Retirement Planning Counselor
  • Chartered Financial Consultant
  • Master of Science, Financial and Wealth Planning
  • Bachelor of Science, Western Illinois University

Career

  • National Director, Sagemark Consulting of Lincoln Financial
  • Regional CEO and Advisor, CIGNA Financial Advisors
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