1 East Northwest Highway
Tom has had over 35 years experience as a tax, accounting and financial planning professional. He received a Bachelor’s Degree from Augustana College in Rock Island, Illinois with a double major in Accounting and Business...
Customer Service Asscociate
Lucyna had provided clerical and administrative support in the accounting, tax preparation and financial services industry for over 15 years. Her enthusiasm, professionalism and attention to detail make her a valuable member of our...
Our reasons for becoming financial professionals are deeply personal. We have all experienced financial struggles to one degree or another. However, it has been difficult to find the help people needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training and experience as financial professionals, we can help people better prepare for the future. We pride ourselves on educating individuals in an easy-to-understand manner so you can grasp personal finance and use those concepts to pursue your financial objectives. We feel a strong commitment to our community.