Meet Our Team
No matter where you live, our team of Financial Consultants is ready to help you. Whether in person or by phone, our consultations are offered at no cost to you, and there is no obligation to invest if you change your mind.
Interested in meeting to discuss your financial plan? Contact one of our team today!
Ready to help you in all 50 states
Northern California (San Francisco)
Terry’s mission is to maximize financial opportunities to enable his clients to live the life they've imagined. He is committed to providing his clients with the highest level of professionalism and personal service.
Southern California (Los Angeles)
Matthew believes regardless of your stage in life, financial goals or economic concerns, you need a solid plan and accurate information to help you manage your finances.
Colorado
Are you concerned about losing or running out of money in retirement? Are you uncertain how to create income in retirement from your investments? Everyone's financial situation...
Kim brings 30 years of financial services experience from prominent firms such as Merrill Lynch, Invesco Funds Group, Farmers Financial, VALIC Financial Advisors, and Presidential Brokerage. She builds client...
Illinois
Tom’s educational approach to investing focuses on doing what's best for his clients. He begins by asking each person to tell him what goals and objectives they want to accomplish, dedicating time to fully...
Shaun has truly enjoyed working with families, individuals and entrepreneurs to help them work toward their investment and retirement goals since 2002.
Joe has been in the financial services industry, including lending and investments, since 1997. For the last 10 years, he has enjoyed working with clients specifically on investing and financial planning. He believes...
All States except CA, CO, IL & HI
Bernell believes in matching each client to a plan that specifically targets their individual needs. He does this by planning both short term goals and long term goals. He uses various wealth...
With more than 25 years of experience in the Financial Services industry, Gary asks questions to truly understand his clients’ objectives and then listens closely before suggesting possible solutions.
Teresa began serving in the insurance industry over 29 years ago, and expanded her practice to encompass advising and wealth management in 2001. She guides her clients to pursue...
Support Team
Nicholas specializes in comprehensive financial planning for individuals and families. He has extensive experience with 401(k)s and other retirement plans and loves making a positive difference in the financial...
Rhonda has been with Alliant Credit Union since 2009, first as a Member Service Consultant in the branch at O’Hare International Airport, and now as a Client Services Associate with the Retirement and Investment Services...
Nancy has been working in the “people” business for over 23 years, helping customers in banking and the travel industry, and most recent with Alliant Retirement and Investment Services.
After a brief time working in an administrative capacity at Keller Graduate School of Management, in 1991, Elizabeth began her career in the financial services field. The breadth of her professional career...