Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal and relationship-driven. First, we seek to give our clients confidence in retirement. Our clients also receive relief from the burden of being involved in the financial markets. Lastly, we take great pride in being the first phone call a client makes when he/she is making an important life decision. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Foley

John Foley

Wealth Advisor - Partner

(217) 351-8755

(217) 398-2788

Caleb Smoes

Caleb Smoes

Wealth Advisor - Partner

(217) 351-8755

(217) 398-2788

Andrew McDowell

Andrew McDowell

Associate Wealth Advisor

(217) 351-8755

(217) 398-2788

John Kennedy

John Kennedy

Associate Wealth Advisor

(217) 351-8755

(217) 398-2788

JoAnne Zunich

JoAnne Zunich

Sr. Service Associate

(217) 351-8755

(217) 398-2788

Alexa Waller

Client Service Team Lead

(217) 351-8755

(217) 398-2788

Lilo Tipsord

Lilo Tipsord

Executive Assistant

(217) 398-2441

(217) 398-2788

Syndi Norton

Syndi Norton

Executive Assistant

(800) 513-4443

(615) 523-2889