Broker Check

Our Associates

Philip Sgariglia

Philip A. Sgariglia, CFP

Certified Financial Plannerâ„¢

815-485-5200

815-485-5206

Eric O'Neill

Eric M. O'Neill, CFP®

Certified Financial Plannerâ„¢

815-485-5200

815-485-5206

David Polimeros

David Polimeros, MBA

Wealth Advisor, M.B.A.

815-485-5200

815-485-5206

ToniLynn Gibson

ToniLynn Gibson

Client Services Associate

815-485-5200

815-485-5206

Liz Vanerka

Liz Vanerka

Client Services Associate

815-485-5200

815-485-5206

Rita Klopfenstein

Rita Klopfenstein

Client Services Associate

815-485-5200

815-485-5206

Our Approach

Our Approach

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

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Who We Are--What We Do

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

Our Methodology

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

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Our Resources

Our Resources

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

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