Who We Are

We believe our clients deserve unbiased advice and guidance meant only to benefit them. Our firm has chosen a distinctive posture and ethical standard wholly created with you in mind.

Statements we make about ourselves mean very little in this context. Because of industry restrictions, we cannot even share with you what our clients think of us. 

Explore our site and learn more about our leadership, oversight and guidance. Should you have any questions or would like more information, click here ;to make contact or call us at 800-299-3725. We await your response....

Jeff Hicks - Certified Financial Planner

During the years he managed his family's business, Jeff decided that someone could provide more excellent financial advice than he was being offered. In 1990, Jeff chose a new career, financial planning, with determination to offer simple, excellent guidance to individuals, small and mid-sized business owners, professionals and organizations. He has earned the Certified Financial Planner designation. Jeff completed his bachelor's degree May 1984.


Laura Rhodes - Client Satisfaction

Laura joined our team in 1994. She handles a myriad of details associated with serving clients. She has skills honed by years as a secondary education teacher, pastor's wife, and business secretary. Laura completed her bachelor's degree in 1973. She creates and monitors satisfaction systems designed to enhance each client's experience with the firm.


Linda Masulla - Administrative Assistant

The office "file lady." Linda happened to arrive during a system crisis we encountered due to a software provider going out of business in 2001. Her expertise not only saved our days but strengthened the service we provide to our clients. She likes satisfying several clients' needs simultaneously. She greatly enjoys your help in performing this task!


Tammy Kiel - Administrative Assistant

New to our firm in 2008, Tammy comes to us with her 
experience as a legal secretary. She has responsibility for part of 
our internal accounting and client satisfaction. She has a pleasant 
personality, looks forward to introducing herself, and welcomes 
requests for her attention to your needs.


 

 

To Call:
Toll Free: 800-299-3725
Phone: 618-474-0000

To Fax:
Fax: 618-474-0002

To Visit :
1600 Washington Avenue
 Alton, Illinois 62002

To Send Mail:
1600 Washington Avenue, Alton, Illinois 62002
 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved