Broker Check

Team

 

Jay W. Weyers, CFP®

 

Partner and Financial Advisor

(815) 451-2130

(815) 328-1188

[email protected]

Clients enjoy working with Jay Weyers as their lead financial advisor for his patience, attention, and willingness to always be available. What this means to you is he helps you think about what you want for your life and how to get on...

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Scott McKeever

Partner and Financial Advisor

(815) 529-5440

(815) 328-1188

[email protected]

Clients enjoy working with Scott McKeever as their lead financial advisor for his reliability, understanding and commitment. What this means to you is he takes the time to learn about you personally and to find the correct investments...
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Carrie Weyers

Director of Operations

(815) 455-5292

(815) 328-1188

[email protected]

Clients enjoy interacting with Carrie for her responsiveness, genuine caring nature and her ability to make you feel like family. What this means to you is she handles your needs efficiently and confidently, so you can focus on other...
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John Schinzer

(815) 562-8300

(815) 562-8300

[email protected]

John Schinzer was raised in Ashton, Illinois. He studied at the Rockford School of Business, where he majored in Accounting, Business Administration and Business Law. John then enlisted in the Air Force and served his country for four...
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Kasey Cacciottolo

Kasey was born and raised in Melvin, Michigan, a small town of less than 150 people. She attended Eastern Michigan University, where she earned a Bachelor's Degree in Criminal Justice and Psychology. In 2004, Kasey moved to Chicago and...
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