About

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Meet Our Team

Susan Feller

Branch Manager
Senior Financial Advisor

Phone Number

(815) 932-7469

Brian Hasbargen

Senior Financial Advisor

Hannah Speed

Client Associate

Phone Number

(815) 932-7469

Steven Ortman

Senior Financial Advisor

Phone Number

(815) 932-7469

Joseph Romary

Senior Financial Advisor

Phone Number

(815) 932-7469

Jason Soucie

Senior Financial Advisor

Phone Number

(815) 932-7469

Donna Wascher

Senior Registered Client Associate

Phone Number

(815) 932-7469