Our Team

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 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...

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...

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...

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...