Lena - (815) 369-4524
Doug is a registered Investment Executive. He uses his experience and knowledge to help clients achieve their financial goals. The value he adds is helping clients understand where they are today, the financial goals they want to achieve and provide a snapshot of what it takes
to get there.
Registered Investment Assistant
Lena - (815) 369-4524
Amy has over 20 years of financial services experience in a variety of roles including registered investment representative and insurance agent. Amy is an active member of the Stockton Lions Club and Christ Lutheran Church. She enjoys working with the Investment Center team to find
solutions for our clients’ needs.
Janet has worked in the financial services industry since 1982. She attended the ABA National Trust School at Northwestern University where she completed the ABA National Graduate Trust School,
graduating with honors.
Marlyse has 9 years of trust experience. She graduated from Eastland High School, earned an Associate of Arts from Highland Community College in Business Administration and her BS in accounting, finance and business administration from Columbia College. She is also an active member of Girl Scouts of Northern Illinois, her church, the local 4-H group and coaches the Pearl City High School Dance Team.
Ashley is originally from the northwest suburbs of Chicago and later moved to Manhattan, KS where she earned her bachelor’s degree in Agricultural Business from Kansas State University in 2010. She moved to Northern Illinois in 2011 and started her career in finances. Ashley enjoys working with investments and helping assist the Investment Executives and their clients.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to personal outside the United States.