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Our diverse investment team can recommend a mix of quality insurance and investment options based on your unique situation.

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

 

We Believe in:
Preserving our clients’ assets.
Developing an entire portfolio.
Understanding the history of the market and past market conditions.
Using Dividends to offset some risk of investing.
Choosing investments for consistency both in management and return.

LPL Investment Advisor Representative

David Phipps, MBA

LPL Investment Advisor Representative

217-234-9700

217-234-9709

dphipps@firstneighborinvestments.com

Dave has worked extensively in the field of financial management for over 20 years. Continuing his affiliation with LPL Financial, Dave will be based in the Mattoon Facility of FNB, and will be advising clients toward their financial...

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Kelly Purvis

LPL Registered Sales Assistant

217-234-9700

217-234-9709

kpurvis@firstneighborinvestments.com

Renee Servis, CPA

LPL Investment Adviser Representative

217-932-4048

217-932-4745

rservis@firstneighborinvestments.com

Licensing and Registrations:Certified Public Accountant since 1985, Series 6 and 63, Series 7 General Securities Registration, Registered through LPL Financial to sell and advise for stocks,bonds, mutual funds, and variable...

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