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, after working there as a management trainee for two years after her graduation from Bradley University.

Mary Jane resides in Groveland with Michael, her husband. She has 2 sons, Jeremy and Zach. She is active in her church, is a former trustee of the Morton Community Foundation, Past President of the Morton Chamber of Commerce Board, a member of Estate Planning Council of Central Illinois, and is a lifetime Girl Scout.

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 complete line of investment strategies to address our clients’ needs. Her strong ethical and moral standards will complement our business and strengthen relationships.

Lisa is married to Kevin who was born and raised in Morton and is retired from Aupperle Construction but also owns his own concrete business. Her daughter Melissa lives in Portland, Oregon and her son and daughter-in-law, Adam and Kelli, live in Kansas City, Missouri and have one child, Sophia. Lisa is very active in her church, loves to golf and be outdoors as well as travel to warm winter vacation spots! She serves as a board member for Rebuilding Together-Peoria as well as a member of the Ambassador team for the Morton Chamber of Commerce.

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 received a golf scholarship where he played four years on the university’s Division I men’s golf team. Jared began his career with JP Morgan's Private Wealth Management group in Chicago, IL. His role at JP Morgan included building personalized investment portfolios for affluent clientele. He then joined Harris Private Bank. In 2011, Jared left Chicago to join LPL Financial in Dwight, IL. In January 2014, he made the move from Dwight to Morton to join Alltrust Financial Management and to be closer to family.

Jared was born and raised in Holdrege, Nebraska, a town similar in size to Morton. He is married to Bridget who was raised in Bloomington, IL where they currently reside. They have two children, Levi and Wynne. Community service and involvement in their local church have always been very important to them and play a crucial role in their family life.

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 clients and is a firm believer that delivering exceptional service is one of our greatest assets in maintaining our client base.

Marilyn and her husband reside in Morton and have two children and four grandchildren. She enjoys walking, gardening and an occasional round of golf.

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, reside in Morton and have three sons. Brad has worked in the Insurance industry for 35 years and is employed by RLI Corp as a Statistician. Matthew and Michael returned to live in Morton, after graduating college, and work in the area. Their youngest son, Jacob, is a junior at Iowa State University majoring in Mechanical Engineering. Michelle has been an active volunteer in both the community and her church, Blessed Sacrament Parish. She currently is serving a second four-year term on the Morton 709 School Board. Her favorite pastimes include reading, being outdoors, exercise and cooking.

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 Armed Forces retiring in 2012 from the weather unit at Scott AFB, IL. She is a member of the St. Patrick Society of Peoria and volunteers her time to the St. Patrick's Day Parade and Erin Feis. She lives in Peoria with her husband, Paul, and enjoys bowling, reading, travelling, and spending time with her children and grandchildren.