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

Weekly Investment Strategy

02/14/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

02/14/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

02/13/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

This Virus Is “Different Than Anything We’ve Seen Before”

02/13/2020
“In less than two months, more than 40,000 people have been infected and more than 900 have passed away,” says Healthcare Policy Analyst Chris Meekins.
Economy & Policy

Is the U.S. Prepared for a Coronavirus Outbreak?

02/13/2020
A widespread outbreak in the U.S. is “a very unlikely scenario,” says Healthcare Policy Analyst Chris Meekins – but ample response measures are at the ready if needed.
Lifestyle & Technology

Don’t Allow Boredom in Retirement to Get the Best of You

02/12/2020
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
Background Rotating Sphere Pattern

The future at your fingertips

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