Our Team
Mary Jane Johnson | CFP®, CLU, ChFC
LPL Financial Advisor
In 2013, Mary Jane celebrated 30 years of assisting clients in pursuing their financial goals. She serves as the LPL Financial Advisor for some Caterpillar, Inc professionals, and specializes in managing their financial advisory needs,...
Lisa Moser
LPL Financial Advisor
Lisa is a 40 year resident of Morton and considers herself a true “Mortonite.” She worked in the trucking industry for nearly 20 years but after a company merger, she turned to financial services in 2004. She is certified to handle a...
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Jared Sterr
LPL Financial Advisor
Jared has worked in the financial industry for over 10 years with a focus on investment management and client service. He received his bachelor degree in finance from Creighton University in Omaha, NE. During his time at Creighton he...
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Marilyn Buchanan
Manager of Operations
Marilyn has over 30 years of experience in the financial services industry. As Manager of Operations, she administers the firm's day-to-day activities. Marilyn is knowledgeable and professional in providing operational services to our...
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Michelle Bernier
Client Services Associate
Michelle has over 35 years of financial investment experience. She received her BS in Finance, with a minor in Insurance, from Illinois State University and her Masters in Business from Bradley University.Michelle, and her husband Brad...
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Melissa Arbisi
Client Services Associate
Melissa has an Associate in Art and Science, an Associate in Weather Technology and a Bachelor Degree in Technical Management. She has worked in the financial industry for the past seven years.Melissa is also a 28 year veteran of the...