Matthew M. Montalbano, CFP®, CPFA®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

815-637-7884
Email |
Virgie Taylor

Virgie Taylor, CFP®, CPFA®

Senior Financial Associate

815-636-4007
Email |
Lori Trosper

Lori Trosper

Branch Service Manager, Registered Client Associate

815-636-4021

Our insights

We have a monthly newsletter written by Matt and Virgie, and it aims to discuss current information we feel is important for our clients to know and understand. It is designed to be short and to-the-point. Please contact us if you would like to be added to our distribution list.

Thank you for visiting our website! Please contact us with any questions, feedback or any suggestions for additional content. Thank you!

– Matt, Virgie, and Lori


 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker