Our Team
Advisors
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Nathan Hoebing
Senior Associate Wealth Advisor Alton, IL
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James Huber
Associate Wealth Advisor Quincy, IL
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Beth Meier, CPA
St. Louis, MO
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Craig W. Moncey, ChFC
Quincy, IL
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Lee Nosbisch
Associate Wealth Advisor Alton, IL
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Jerry Peabody
Macomb, IL
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Julie-Anne Pickett
Macomb, IL
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Dave Ruths, Jr. CFP, CKA
Chicago, IL
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Jerry Yockey
Shelbyville, IL
Advisory Support Team
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Sydney Banta
Client Service Specialist Quincy, IL
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Jordon Colbrook
Shelbyville, IL Operations Specialist
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Dawn Moncey, EA, MBA
Financial Operations Quincy, IL
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Michaela Pence
Client Service Specialist Quincy, IL
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Elizabeth Snyder
Client Service Specialist Macomb, IL
Compliance Team
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Mark Berndt
Compliance Officer
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Lori Fuerstenburg
Chief Compliance Officer
Operations Team
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Teanna Anderson
Operations Specialist
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Michelle Hancock
Director of Operations
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Collin Kupish
Operations Specialist
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Eric Lewis
Senior Operations Principal
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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Mary Yeager
Accounting