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Our Team

How We Work

How We Work

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.

Scott McKeever

Scott McKeever

Partner and Financial Advisor

815-529-5440

815-328-1188

Carrie Weyers

Carrie Weyers

Partner and Director of Operations

815-455-5292

815-328-1188

John Schinzer

John "Jack" Schinzer

Business Development - Rochelle

815-751-0922

Maggie Gomez

Maggie Gomez

Administrative Assistant

815-455-5292

815-328-1188

Kasey Cacciottolo

Kasey Cacciottolo

Administrative Assistant

815-455-5292

815-328-1188

Candy Carrasco

Candy Carrasco

Marketing Coordinator

815-455-5292

815-328-1188

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