Our Team

 

  • Sean P. Craig

    Bloomington, IL

  • Lora Hoff, CFP

    Dallas, TX

  • Craig W. Moncey, ChFC

    Quincy, IL

  • Jerry Peabody

    Macomb, IL

  • Julie-Anne Pickett

    Macomb, IL

  • Dave Ruths, Jr. CFP, CKA

    Chicago, IL

  • Suzanne Boussaard

    Client Service Specialist Macomb, IL

  • Dawn Moncey, MBA

    Office Manager & Tax Specialist Quincy, IL

  • Madeline White

    Client Service Specialist Quincy, IL

  • Lori Fuerstenburg

    Chief Compliance Officer

  • John Dickey

    Operations Specialist

  • Michelle Hancock

    Senior Operations Principal

  • Teanna Johnson

    Operations Specialist

  • Mary Yeager

    Advisor Services Registered Principal

  • Nea Brinson, CPA

    Financial Controller

  • Lisa Courtney

    Accounting

  • Michelle Crowe

    Graphic Designer

  • Julie Hovis

    Director of Marketing, Events & Communication

  • Lori A. Kidd

    Accounting

  • Nick Olendorf

    Information Technology Administrator