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.
Katie Wilson
Technology Coordinator
Theresa Adams
Director of Operations
Theresa Adams
Director of Finance and Operations
Amy Brown
Executive Assistant
Lauren Patterson
Director of Training and Development
I'm a Decatur native and currently reside on the West end with my wife and our 4 daughters. My practice is located downtown and we serve a diverse range of clients. I specialize in working with young families who are laying the foundations of their plan, the medical professionals in our community and also established...
I'm a Decatur native and currently reside on the West end with my wife and our 4 daughters. My practice is located downtown and we serve a diverse range of clients. I specialize in working with young families who are laying the foundations of their plan, the medical professionals in our community and also established professionals who are navigating the limits of qualified retirement planning.
My team and I take customer service very seriously. We are committed to providing exceptional customer service to all of our clients. Our mission is to help people achieve Financial Security and our vision is to become our clients most trusted advisor. We stand by our values and are always striving to make our...
My team and I take customer service very seriously. We are committed to providing exceptional customer service to all of our clients. Our mission is to help people achieve Financial Security and our vision is to become our clients most trusted advisor. We stand by our values and are always striving to make our clients experience not only positive, but pleasurable.
Mateusz Koszarek
ChSNC®
Associate Financial Advisor
I started my Financial Advising career with Northwestern Mutual as a College Financial Representative in 2011. I became a Full-Time Advisor in 2012 after graduating from Olivet Nazarene University with a double major in Accounting and Economics/Finance. I am a huge sports fan, enjoy playing golf, and traveling....
I started my Financial Advising career with Northwestern Mutual as a College Financial Representative in 2011. I became a Full-Time Advisor in 2012 after graduating from Olivet Nazarene University with a double major in Accounting and Economics/Finance. I am a huge sports fan, enjoy playing golf, and traveling. My team and I look forward to helping create and improve your financial plan!
Melissa Mutters
Director of Selection and Internship Development
Samantha Paulus
Director of Selection and Internship Development
Natasha Goembel
Sales Execution Team
Brian Easton
Investment Operations Support
