Our Team
We have a collaborative team approach. When you work with our team, you get the best of all of us.
Our Investment Adviser Representatives are fiduciary financial advisors and are legally and ethically required to put your best interest before our own in investment and investment advisory recommendations.
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®, MBA, CLU, ChFC
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...Read More...
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...Read More...
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...Read More...
John "Jack" 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...Read More...
Matthew McCormick
Financial Advisor
Matthew McCormick is the newest member of our team. He is a Financial Advisor with extensive knowledge of financial services. Prior to joining our team, Matthew was a Financial Advisor at Edward Jones...Read More...
Maggie Gomez
Administrative Assistant
Maggie joined the WMFP team in 2021. She brings over 10 years' experience in the financial services industry with a focus in compliance and operations. She assists with various day to day...Read More...
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...Read More...
Candy Carrasco
Marketing Coordinator
Candy brings in a fresh perspective to our company branding. She takes on the task of reaching out to the community to let them know who we are and why we do what we do....Read More...
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...Read More...
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