The Team

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Troy Lowe

Troy Lowe

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

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Grace Lowe

Grace Lowe

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Science, Chemistry, University of Illinois, Springfield, Illinois

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Richard Nolte

Richard Nolte

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

University of Illinois - 1973

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Our Staff

Katie Hoinacki

Katie Hoinacki

Office Manager

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Qualifications

  • 5+ years experience in the financial services industry

Roles & Responsibilities

  • Prepare financial planning data/information to advisors
  • Assist clients with account related questions
  • Client meeting preparation and follow-up
Jantina Lowe

Jantina Lowe

Administrative Assistant

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Qualifications

  • 5+ years experience in the financial services industry

Roles & Responsibilities

  • Prepare financial planning data/information to advisors
  • Assist clients with account related questions
  • Client meeting preparation and follow-up
Marlene Sealine

Marlene Sealine

Client Service Manager

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Qualifications

  • 15+ years experience in the financial services industry

Roles & Responsibilities

  • Schedule and confirm appointments for advisors
  • Assists advisors in client meetings
  • Answers account related questions
  • Client meeting preparation and follow-up
Emilie Tapscott

Emilie Tapscott

Business Development Director