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Meet the Team

Ashley Lane



I am a loving mother to my two amazing sons. I enjoy volunteering in my community and painting.From multiple years of experience in the Healthcare industry, I have become an advocate for clients. I love ensuring that clients receive...
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Curtis Stephens

Financial Advisor


I am a dedicated  father to my teenage daughter while continuing with a targeted career education.

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Elliot Blomberg

Finance Intern

(217) 971-0040

I am a senior at Southern Illinois University Edwardsville studying Business Administration with a specialization in Finance. 
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.