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®
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

Weekly Market Guide

09/25/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

D.C. Heats up as Debates, Federal Funding Deadline Loom

09/24/2020
How close is Congress to passing another relief deal? “Not very,” says Washington Policy Analyst Ed Mills. “We need some sort of breakthrough on what looks like an impossible situation right now.”
Economy & Policy

Historically, Corporate Tax Raises Haven’t Stunted Markets

09/24/2020
While a higher corporate tax rate could dent earnings by 10% in the year of implementation, it wouldn’t necessarily end the current bull market, notes CIO Larry Adam.
Markets & Investing // Economy and Policy

The Candidates’ Takes on Infrastructure Investment

09/24/2020
Trillion-dollar plans with contrasting approaches.
Economy & Policy

Trade, Tariffs and the U.S. Election

09/23/2020
How might the presidential election results impact U.S. trade? Find out.
Economy & Policy

Deciphering Trump’s and Biden’s Tax Talk

09/23/2020
Explore what the U.S. election might mean for your taxes.
Economy & Policy // Tax Planning
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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