Putting
people first.
Get to know our leadership team
Leadership at the Naperville office is dedicated to doing good for our clients, employees and community.
Jason is a proud Chicagoan and Illinois State University grad, husband and dad to 2 boys. his mission is to help individuals, families, and business owners achieve financial security. He aims to become a trusted professional to his clients and live at the center of their lives. Jason's promise is to always do...
Jason is a proud Chicagoan and Illinois State University grad, husband and dad to 2 boys. his mission is to help individuals, families, and business owners achieve financial security. He aims to become a trusted professional to his clients and live at the center of their lives. Jason's promise is to always do the right thing and live with no regrets while impacting people’s lives.
Janice Crimmins
Director of Operations
Janice oversees the day to day operations of the Naperville office. She is also at the forefront of maintaining our culture and executing our offices fun and philanthropic initiatives.
As Director of Development Jim's mission is to help people with humility by constructing a supportive, affirmative, challenging, learning environment which seeks to help them understand what they are capable of and how they get the most out of their talents. He graduated from Northern Illinois University with...
As Director of Development Jim's mission is to help people with humility by constructing a supportive, affirmative, challenging, learning environment which seeks to help them understand what they are capable of and how they get the most out of their talents. He graduated from Northern Illinois University with a BS in Business Management, lives in Crystal Lake with his wife of 37 years, and have two daughters that always make me extremely proud. I’m a Certified Coach and Northwestern Certified Agency Trainer.
Parker is a Financial Representative and College Unit Captain at the Naperville office. He is responsible for mentoring and connecting with students within the internship program while also building his own financial planning practice.