

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Charitable Giving
- Portfolio Reviews
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Charitable Giving
- Portfolio Reviews
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Camping
- Fishing
- Gardening
- Hiking
- Hunting
Team Members
Kristi CohenBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(309) 694-6455Fax
(877) 522-0432Office Address
2403 N Main StEast Peoria, IL 61611opens in a new window
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