Associates

 
  • Jay W. Weyers, CFP®

    Jay W. Weyers, CFP®

    Partner and Financial Planner

  • Scott McKeever

    Scott McKeever

    Partner and Financial Advisor

  • Carrie Weyers

    Carrie Weyers

    Director of Operations

  • Linda Grizely, CAP®

    Linda Grizely, CAP®

    Financial Professional and
    Director of Marketing

  • John Schinzer

    John Schinzer

    Business Development - Rochelle

  • Kasey Cacciottolo

    Kasey Cacciottolo

    Administrative Assistant

  • Brittney McHugh

    Brittney McHugh

    Administrative Assistant

  • Jennifer Yearous

    Jennifer Yearous

    Case Design Manager