Retirement Plans Specialists
With more than 85 combined years of experience in partnering with businesses, we have the knowledge and resources to help you achieve a retirement plan that will fit your needs. Our team of Retirement Plan professionals is well equipped to handle every aspect of your plan.
Contact us to learn more.
Champaign County
201 W. MAIN STREET | URBANA, IL 61801 | 217.365.4874Charlee R. Lin, CPFA™, CRPS®, CRPC®
Senior Vice President, Managing Director of Retirement Plan Services
Adam Owen, CRPS®, AIF®
Vice President
Retirement Plan
Participant Advisor
Retirement Plan
Participant Advisor
Gerry Mancera
Retirement Plan Participant Advisor
Peoria Tri-County
6699 N. SHERIDAN ROAD | PEORIA, IL 61614 | 309.495.4281
Valerie Sinks, QKA®, QPA®, ERPA®
Assistant Vice President, Retirement Plan Services Advisor
Amanda DeStephano, CPFA™
Officer
Retirement Plan
Services Associate
Services Associate
Northern IL/Glenview
800 Waukegan Rd | GLENVIEW, IL 60025 | 847. 832.0964
Eric Smith
Vice President, Retirement Plan Services Advisor
Missouri: St. Louis
12300 Olive Boulevard | Creve Coeur, MO 63141 | 217.365.4874
Neil Bryant
Retirement Plan Participant Advisor