Putting
people first.
Get to know our leadership team
Leadership at the Central Illinois office is dedicated to doing good for our clients, employees and community.
Brian McClure
Managing Partner
You want to be doing more with your money. Casey’s career is built on helping people understand finance. From the basics to the complexity of investments and insurance. His planning approach will help you identify goals, passions, and what’s going on in life. Medical professionals, business owners, people...
You want to be doing more with your money. Casey’s career is built on helping people understand finance. From the basics to the complexity of investments and insurance. His planning approach will help you identify goals, passions, and what’s going on in life. Medical professionals, business owners, people close to retirement, and families partner with Casey to take action with their money.
I'm a Decatur native and currently reside in Mt. Zion with my wife and our 4 daughters. My practice is located downtown, and I serve a diverse range of clients. I specialize in working with medical professionals and corporate executives who are navigating the limits of qualified retirement planning, as well as...
I'm a Decatur native and currently reside in Mt. Zion with my wife and our 4 daughters. My practice is located downtown, and I serve a diverse range of clients. I specialize in working with medical professionals and corporate executives who are navigating the limits of qualified retirement planning, as well as individuals who are approaching retirement age and are in need of distribution planning.
Laura Berg
Director of Operations
Theresa Adams
Associate Director of Supervision
Lauren Patterson
Director of Training
Samantha Paulus
Director of Recruitment and Selection
Jennifer Ronk
Recruiter
Katie Wilson
Technology Coordinator
Amy Brown
Executive Assistant
Breana Moore
Administrative Assistant
Brian Easton
Investment Operations Support