Mark Pierce - Thrivent - Springfield (IL)

Bobbie WaWoo Jennifer and her team always offer the experience of working with you as a human being, not just a set of numbers. They truly care about their clients.

Wood Made IL David blows my mind with the successes managing my accounts for growth, and he keeps me on track in a self-employed financially complex situation. Hes like a board of directors member in my complex life! If youd like to really be prepared for lifes problems, and win against the corporate investment nonsense prevalent in the industry - bring your accounts to ATIA

Linda Lucke I met with Duane for first time recently. He is very professional and informative. He increased my coverage and saved me a great deal over previous well known insurance company that I had dealt with for decades! I’m so happy I looked into working with Duane!

Whyte Wolf Kevin and his Office Administrator, Amy, are a perfect duo. The truly care about their clients and go the extra mile to help. Kevin regularly meets with his clients. He has a wealth of knowledge, listens intently to my concerns and works WITH me to formulate a plan with my retirement goals in mind. I highly recommend this financial advisor and investment office!

Claudia Campbell I really feel comfortable with Dax and Emily. They were more than accommodating with all aspects of my account. I continue to do business with them and will for the foreseeable future.

Diane Williams Andrew Harby is always professional and welcoming. I appreciate his advice and assistance in helping me make life insurance decisions. As a single person, I needed a sounding board for these decisions and Andrew listened to my needs and then made recommendations. Thank you, Andrew!

Shari Bangert Excellent financial services and customer service!! Would highly recommend!