We help further your financial position for reasons that go beyond just you.

We have a deep understanding of the specialized financial needs required by the executives and professionals in major corporations, businesses and practices throughout Peoria.

But as businesspeople ourselves, living and raising our families here, we also understand the duality of your life’s purpose – to not only excel in your career, but to provide well for your family and subsequently leave a legacy.

We believe our ability to offer financial guidance on such a personal and strategic level makes for lasting relationships, and serves to strengthen our bond with the successful people who share like-minded priorities in both their professional and personal lives.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Banking & Lending Solutions

Estate Charitable Giving & Trust

Get to know Our Team

Advisor Team

Kevin Sletten bio image
Kevin Sletten, CFP®
Senior Vice President, Investments Managing Director, Wealth Management
Matthew Glatz bio image
Matthew Glatz
Senior Vice President, Investments Managing Director, Wealth Management
Adam Hawks bio image
Adam Hawks, ChFC®, CLU®, CLTC, CFP®, CDFA®
Senior Vice President, Investments Managing Director, Wealth Management
Rich Benson bio image
Rich Benson
Business Development Manager
Keith Yoder bio image
Keith Yoder, CFA
Vice President, Investments
Jacob Turner bio image
Jacob Turner, CFP®, RICP®, AAMS®
Financial Advisor

Service Team

Jaclyn Merkley bio image
Jaclyn Merkley
Senior Registered Client Service Associate
Ellen Sams bio image
Ellen Sams
Senior Registered Client Service Associate
Meggie Pretorius bio image.
Meggie Pretorius
Senior Registered Client Service Associate
Rose Zobrist bio image
Rose Zobrist
Client Service Associate
Mike Connors bio image
Mike Connors
Senior Registered Client Service Associate
Debbie Mason bio image
Debbie Mason
Senior Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Information & insight

What Should We Expect From the Markets Going Forward?

04/01/2020
Investors can anticipate lower returns for both bonds and stocks over the next several years vs. the last 10 years due to lower yield levels, starting valuations and economic conditions.
Markets & Investing

Oil Demand May Drop Even Lower Than Great Recession Levels

04/01/2020
The oil market is facing an unprecedented one-two punch, but director and energy analyst Pavel Molchanov envisions recovery by 2021.
Economy & Policy

April 2020 Investment Strategy Quarterly

04/01/2020
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing

Coronavirus-Driven Drop Brought Investors Back Down to Earth

04/01/2020
CIO Larry Adam discusses the COVID-19 outbreak and emphasizes that investors should exercise patience, not panic.
Markets & Investing

Student Loan Payments Suspended for Three Months

03/31/2020
As part of the coronavirus relief package, student borrowers will receive a three-month reprieve from loan payments.
Family & Life Events

CARES Act: Retirement Plans, Distributions and Contributions

03/31/2020
Review provisions that include penalty-free distributions, loan limit changes and a waiver of 2020 RMDs.
Retirement & Longevity
Background Rotating Sphere Pattern

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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