Our Team

In 2023, Mary Jane will celebrate 40 years of assisting clients in pursuing their financial goals. She serves as the LPL Financial Advisor for many Caterpillar, Inc professionals, and specializes in managing their financial advisory...

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...

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...

Zach became certified as an Investment Advisor to build relationships with clients, help them navigate life changing decisions, and make an impact in their communities for generations. He has past work experience as a firefighter,...

Melissa has an Associate in Art and Science, an Associate in Weather Technology and a bachelor’s degree in Technical Management. She has worked in the financial industry for the past fifteen years. Melissa is also a 28-year...

Julie joined Alltrust Financial Management in 2018 as a Client Services Associate. Her early career was spent in the commodities industry. She has held several management and administrative positions in various businesses. Julie has a...

Joni holds a B.A. in Communications from Xavier University and an associate degree from Moraine Valley Community College. She has over 13 years’ experience working in customer service and administrative positions. Joni lives in...