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.
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.
Get to know Our Team
Senior Vice President, Investments Managing Director, Wealth Management
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.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
Information & insight
Bond Market Perspective
How AR is impacting business
Financial resolutions for 2024
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.