Meet the Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

"I'm a Southern Illinois native with 20 years of client service in the industry. I provide fee-based asset management services as an Investment Advisor Representative under the Investment Advisors Act of 1940. I utilize chart analysis methodology for technical market analysis and investment selection. To receive a free subscription to MARKETbits chart analysis and market commentary. In addition to asset management, I provide additional financial solutions for retirement income, financial protection and wealth transfer planning."                                                                                                                                                                                                                                                                                                         - Curtis Wharton, Founder