James R. Stanger, M.S.
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.”


  • 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


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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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