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
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...
LPL Registered Sales Assistant
LPL Investment Adviser Representative
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...