Wilks & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Kurtis Shotts, Financial Advisor serving the Swansea, IL area - Ameriprise Advisors

Kurtis Shotts

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kurtis Shotts's website
Doug Wilks, Private Wealth Advisor serving the Swansea, IL area - Ameriprise Advisors

Doug Wilks

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Doug Wilks's website

Team

Dianna Stogner

Dianna Stogner

Administrative Assistant

Broc Losing

Broc Losing

Associate Financial Advisor,

Client Service Specialist
Megan Kreke

Megan Kreke

Administrative Assistant