Our purpose is to help create positive change and momentum in the lives of our clients and our community. Helping individuals pursue and obtain a life of fulfillment is what drives us forward.

Our clients' needs are the heartbeat of our office. We differentiate ourselves by helping clients bridge the gap between their wealth and their desires. What's important to you is important to us.

Our practice has experienced significant growth in clients as a result of our established systems and processes that help organize, build, protect and transfer our client's wealth.

We offer a unique skill set and career background that has revolved around working with people from all walks of life. With several years of combined leadership in the criminal justice system, still serving as an Army Officer in the Illinois National Guard, and over a decade of experience in banking, understanding and solving complex needs is where we thrive.

On a personal note, my family and I live in the area and just welcomed our first child, Stella Jean, to the world. Our baby girl was named after her great grandmother who raised me from a young age and will grow up with our two Italian Mastiffs, Leia and Gunther. Our family is active in business and non-profit organizations throughout the Illinois Valley.

My Senior Branch Office Adminstrator, Erika Sprong, and I opened our office in downtown La Salle together in May 2017 and have many decades of serving clients to come. Erika’s competence, attention to detail and relationship management abilities never cease to amaze me. She takes our branch to the next level.

Just as we define our purpose, we ask our clients to define theirs.

What lifestyle are you striving to achieve?

How will your wealth help you make an impact?

What will allow you to live life with a full cup?

We enjoy doing business with like-minded people and think you do too. It would be an honor to help make an impact on your life.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Insurance & Annuities

My Personal Interests

  • Reading
  • Real Estate
  • Pets
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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