The Team

Our Advisors

David Boccignone

David Boccignone

Private Wealth Advisor

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Designations

CFP®, MBA, ChFC®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

MBA, University of St. Thomas, St. Paul, MN - 1992, BS, California Polytechnic State Univ., San Luis Obispo, CA - 1985
CA Insurance #0D74081

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Michael Hibbard

Michael Hibbard

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

B.S. Finance, Illinois State University, Normal Illinois

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Lori Helland

Lori Helland

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Rockford College, Bachelors Degree in Business Administration, May 1999

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Our Staff

Amy Devera

Amy Devera

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Client Service Manager
Bianca Aguilar

Bianca Aguilar

Client Service Specialist

Marketing Specialist
Melissa Bainter

Melissa Bainter

Client Service Specialist

Matt Gottschalk

Matt Gottschalk

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