How many employees:
Carolyn Neal (Office Manager)
Stacy Tedrick (Client Service Manager)
Mary George (Administrative Assistant)
Genevieve Larson (Client Services Assistant)
How long have you been a
Over 15 years; we joined the
Chamber on September 5th, 1996.
I joined the Chamber because
... We affirm the Chamber's
mission and support of our community. Networking and fellowship with other
businesses is gratifying and encouraging.
Why did you decide to invest in
Our roots are here. We value
the history, people, land and location of Logan County. While we have clients
nationwide and some in foreign countries, we can serve them all from Central
Illinois. We are homeowners and our children are educated here. We love our
downtown Lincoln office location.
What products and services do
you offer to Logan County?
We offer investments and
insurance from a Christian stewardship perspective. We are the area's Dave
Ramsey Endorsed Local Provider for Investments. As a Certified Financial
Planner™ professional, Brad is interested in the "whole picture" of our clients'
financial well-being. Our services include insuring against risks, investing for
future needs, and tax & estate planning.
What does the future of your
business look like?
Brighter than ever! With
educated young associates who are working toward their own Certified Financial
Planner™ professional designations and the steady, experienced support of the
original office staff, we are excited about our business and its future.
With ready access to
comprehensive financial planning tools, continuing education, and independent
research on stocks, bonds, mutual funds, and annuities, we can stay current for
serving clients of all ages.
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