Broker Check

Our Associates

Philip Sgariglia

Philip A. Sgariglia, CFP®

Financial Advisor, Investment Adviser Representative

815-485-5200

815-485-5206

Eric O'Neill

Eric M. O'Neill, CFP®

Financial Advisor, Investment Adviser Representative

815-485-5200

815-485-5206

David Polimeros

David Polimeros, MBA

Financial Advisor, Investment Adviser Representative

815-485-5200

815-485-5206

Jim Erickson

Jim Erickson, LUTC

Insurance Specialist

815-485-5200

815-485-5206

Charlene Harris

Charlene Harris

Administrative Assistant

815-485-5200

815-485-5206

George Lullo

George Lullo

Administrative Assistant

815-485-5200

815-485-5206

ToniLynn Gibson

ToniLynn Gibson

Administrative Assistant

815-485-5200

815-485-5206

Our Approach

We create strategies that are tailored to your needs and goals.

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Who We Are--What We Do

Years of experience have prepared us to guide you through your life transitions.

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Our Methodology

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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