The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Staff

Emily Poulliard

Paraplanner

More about me...

Qualifications

  • Illinois State University, B.S. in Elementary Education, 1986
  • Licenses held: Series 7, Series 66
  • Life, Health, Accident, Disability and Variable License
Brittney O'Donoghue

Brittney O'Donoghue

Client Service Specialist