I became a financial advisor 27 years ago because I have a passion for helping others succeed. Working with different types of clients allows me to constantly learn new things about people and gives me new challenges along the way. Each family has a different story or history. I get to see all the different paths to financial success – each is unique, yet there are similarities.
I absolutely love the challenge of looking at each family's big picture and partnering with them to accomplish what is most important to them. The process of helping someone achieve a goal is like assembling a different puzzle each time.
Our office has a passion for using and improving our process to help our clients succeed. We all know our roles and are constantly learning, so we can deliver a better experience for our clients.
Our office works with individuals, families and small businesses that are serious about using a comprehensive, multi-faceted approach towards achieving their goals.
Our clients can always expect us to put their interests first. We respect and appreciate our clients so much, and we try to serve only a limited number of families. We encourage you to visit us to see how we might be able to serve your family.
I have a bachelor's degree from Illinois Wesleyan University.
My wife, Julie, and I, along with our daughters, Talli, Tia and Josie, enjoy the outdoors and traveling. In my free time, I can usually be found fishing, hunting or mushroom hunting.
Focus areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- College Savings
Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- College Savings
Office Information
Office Address
322 Susan Dr Suite ANormal, IL 61761 opens in a new window
Phone Number
Josh Hardt at (309) 862-1493Branch Team
- Trenton Miller
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Trenton Miller
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More