We believe our teamwork approach adds a broader perspective to all we do and aims to provide increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What are suitable options for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Renee Servis, CPA

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...

Read more

David Phipps, MBA

LPL Investment Advisor Representative

(217) 234-9700

(217) 234-9709

Dave has worked extensively in the field of financial management for over20 years. Continuing his affiliation with LPL Financial, Dave has partnered withFNB, and will be advising clients toward their financial goals. He will bebased in...

Read more