Our Team
Advisors
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Sean P. Craig
Bloomington, IL
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Lora Hoff, CFP, CPWA
Dallas, TX
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Craig W. Moncey, ChFC
Quincy, IL
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Jerry Peabody
Macomb, IL
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Julie-Anne Pickett
Macomb, IL
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Christine Rondeau, CFP
Neenah, WI
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Dave Ruths, Jr. CFP, CKA
Chicago, IL
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Kathy Weaver
Alton, IL
Advisory Support Team
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Crystal Beedle-Schneider
Office Coordinator Quincy, IL
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Emily Cuadra
Client Service Coordinator Neenah, WI
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Nathan Hoebing
Client Service Specialist Quincy, IL
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Dawn Moncey, MBA
Accounting & Tax Specialist Quincy, IL
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Anne Otto
Front Office Coordinator Quincy, IL
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Jamie Ruyle
Registered Assistant Alton, IL
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Felipe Santana
Operations Specialist Quincy, IL
Compliance Team
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Lori Fuerstenburg
Chief Compliance Officer
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Max Gensler
Compliance Officer
Operations Team
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Teanna Anderson
Operations Specialist
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Michelle Hancock
Senior Operations Principal
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Collin Kupish
Operations Specialist
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Matt Pladers
Advisory & Operations Associate
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Julia Zmucki
Operations Specialist
Support Staff Team
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Julie Hovis
Director of Marketing, Events & Communication
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Lori A. Kidd
Accounting
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Ian Rhode, CPA
Chief Financial Officer
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Mary Yeager
Accounting