Our Team

 

We have a collabortative team approach. When you work with our team, you get the best of all of us. 

Our Investment Advisor Representatives are fiduciary financial advisors and are legally and ethically required to act in your best interest.

We would love for you to get a feel for our team experience.

Contact us to visit our office (or schedule a Zoom) and meet our team. 

 

Jay W. Weyers, CFP®

Partner and Financial Planner

Jay Weyers is his clients' lead financial advisor. He is patient, attentive, and always willing to be available. What this means to you is he helps you think about what you want for your life and how to get on the same page...

 

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Scott McKeever

Partner and Financial Advisor

Scott McKeever is his clients' lead financial advisor. He is reliable, understanding, and committed. What this means to you is that he takes the time to learn about you personally and to find the correct investments for your...

 

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Carrie Weyers

Partner and Director of Operations

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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Linda Grizely, CAP®

Financial Advisor and Director of Marketing

Linda feels her clients enjoy working with her because of her integrity, passion, and leadership. She is focused on the goals of acting in the client's best interest, following through, and helping them see and understand the big picture. The...

 

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John Schinzer

Business Development - Rochelle

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

Administrative Assistant

Kasey joined WMFP in 2013 to provide much needed administrative support, working evenings to help the team keep up with the requirements of the growing business...

 

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Jennifer Yearous

Case Design Manager

With a bachelor's degree in Public Health Administration, Jennifer has illustrated her desire to assist people for some time and transitioned into the financial services industry over 10 years ago. The previous six years were solely...

 

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Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Your Vision • Our Team
 

Our Process