Our Team

Our Team is dedicated to supplying excellent personal service to each and every one of our clients.

 

Todd Parker , CFP®, WMCP®, RICP®, CLU®, AEP®

Wealth Management Advisor

Office 217-423-0400


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Huldah C Mathis , CFP®, RICP®, WMCP®

Wealth Management Advisor

Office 217-423-0400


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Charity Shahan

Associate Advisor Representative

Office 217-423-0400


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Cole Namken

Associate Wealth Management Advisor

Office 217-423-0400


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Ashley Austin

Investment Operations Associate

Office 217-423-0400


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Joshua Hunt

Director of Operations

Office 217-423-0400


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Kristie A Parker

Marketing Manager

Office 217-423-0400


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Rachel Nicole Strode

Client Experience Manager

Office 217-423-0400


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