Our Team

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We are grateful to say that many of our current clients have been referrals from other clients with whom we developed deep relationships.  Some of these include multiple generations of successful families and extended families that stretch across the country. Our team nurtures these relationships with the midwestern values that make us proud to call ourselves “Marion Made”.

We’re excited to be a part of the wonderful turnaround currently underway in Marion. Our office is in a former bank building that sat vacant for nine years. Today it’s fully leased, as a new wave of tenants are making downtown Marion vibrant again, and visionary landlords are spending millions of dollars to purchase and renovate empty old buildings.

Did you know?

Products of the Marion Steam Shovel Company (later Marion Power Shovel) were used by contractors to build the historic landmarks of the Panama Canal, the Hoover Dam, and to dig the Holland Tunnel under the Hudson River.

But Marion’s greatness has not been relegated to the history books only. Our city’s future is bright.

Explanation for key designations and certifications


For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Families caring for a person with special needs face unique financial challenges. The Chartered Special Needs Consultant® (ChSNC®) designation provides the strategies and knowledge which professionals need to help these families thrive.

Chartered Advisor in Philanthropy designation. The CAP® designation provides comprehensive education on the strategies of philanthropic planning.

The Chartered Retirement Plans SpecialistSM, or CRPS® program, is a designation program for financial professionals. This program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.

The Certified Plan Fiduciary Advisor (CPFA) credential was developed by some of the nation’s leading advisors and retirement plan experts. Professionals with this designation demonstrate knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.