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Wealth Management

  • Kathleen Moore, CFP(reg)

    Senior Vice President(br)Tax & Financial Planning Advisor

     
    Kathleen has been in the financial services industry for more than 30 years. She focuses her time and efforts in the Tax and Financial Planning areas of Busey Wealth Management. Kathleen, a CERTIFIED FINANCIAL PLANNER(trade)practitioner, is a member of the Eastern Illinois Estate Planning Council. Kathleen received her degree from the University of Illinois at Urbana-Champaign in Accountancy.

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  • Diana M. Reed, EA

    Assistant Vice President(br)Compliance & Tax Specialist

     
    Diana is responsible for tax return preparation and tax software maintenance. She has performed these functions for Busey Wealth Management since 1997. In 2011, Diana was certified to be an Enrolled Agent (EA) and has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). EA status is the highest credential the IRS awards. After receiving a Bachelor of Arts degree in Marketing and Management, Diana continued her education earning a Master of Science in Accountancy from the University of Illinois in Urbana-Champaign.

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  • Jacob Taylor, CFP(reg)

    Assistant Vice President(br)Financial Planning & Tax Specialist

     
    Jacob, a CERTIFIED FINANCIAL PLANNER(trade) practitioner, assists financial and trust advisors in engaging clients through the financial planning process. His responsibilities include compiling data, creating personal financial statements, performing analysis and aiding in the development of recommendations and strategies to strengthen clients(apos) financial health. Jacob graduated with honors from the University of Illinois at Urbana-Champaign with a degree in Agriculture and Consumer Economics.

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  • Carrie Jassman, CPA

    Assistant Vice President(br)Tax Specialist

     
    Carrie is a Certified Public Accountant with over 15 years of tax experience. She is responsible for coordinating various aspects of tax reporting, including the preparation of trust, individual, and charitable tax returns, and collaborates with Wealth Advisors on tax processes. Originally from Washington, Illinois, Carrie received her Bachelor's Degree in Accounting from Illinois Wesleyan University and currently lives with her husband and two daughters in Mahomet.

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  • Dries Durnez

    Financial Planning Specialist

     
    Dries has been in the financial industry since 2013 when he arrived in the US. He works closely with financial and wealth advisors to create financial plans for clients, analyzing their finances and helping them navigate their financial path.(br)(br) Born and raised in Belgium, Dries received his undergraduate degree in Japanese Studies at the Catholic University of Leuven before attaining his Master(apos)s Degree in Journalism from Doshisha University. He currently resides in Champaign with his wife, McKenzie and daughter, Linden.

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  • Cassie Proulx

    Tax Specialist

     
    Cassie has been in the financial industry for over five years. Within her role, Cassie collaborates closely with wealth advisors to meet clients' tax needs. She is responsible for conducting tax research and various aspects of tax reporting including the preparation of trust, personal and charitable tax returns for clients.(br)(br)Cassie has been in the community since 2013, where she lives with her husband, Jeff. She moved to the states, form China, to attend the University of Illinois where she attained her Bachelor of Accounting, followed by her Master of Science in Accountancy.

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  • Spencer Fields

    Financial Planning & Tax Specialist

     
    Spencer Fields has joined Busey Wealth Management as a Financial Planning and Tax Specialist. Fields has been with Busey since January 2018. With his expertise in financial planning he will work closely with the clients and financial advisors to create strategies that aim to help clients achieve their financial goals.(br)(br)Fields earned his degree in Financial Planning from the University of Illinois in the College of ACES. A life-long Central Illinois resident, Fields is from Rochester, IL, and currently resides in Urbana. In his free time, he prefers to spend his time golfing or indulging in a non-fiction book.

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  • Rated 5-Star "Superior" by Bauer Financial
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With five lines of business—personal, mortgage, commercial, cash management and wealth management—working together as One Busey, we can meet all your financial needs with confidence. Customers who partner with us are rewarded with the Busey Advantage—regional capabilities and local priorities. It's a commitment that has stood the test of time.

On the personal side, Busey Bank promises to make your banking hassle free with smart personal checking and savings accounts, convenient online banking and mobile banking solutions and consumer loans. Whether you are ready to buy your first home or simply want to refinance the one you currently own, our practical home mortgages, participation in a wide range of special loan programs and in-house mortgage expertise mean your home loan is tailored to your individual needs.

From opening your first business checking account or loan to creating a strong succession plan, Busey can help you manage your growing business. Our business banking, lending and cash management solutions give you the tools you need to keep your business successful and nimble. Our participation in a wide variety of specialized programs and in-house credit expertise allow us to tailor commercial lending packages to your unique situation and make faster credit decisions. Busey knows that cash flow is the lifeblood of a business—whether you need help with receivables, payables, liquidity, fraud protection or information reporting, we can customize your cash management solution to your growing business' needs.

You've earned it. We'll grow it. Busey Wealth Management provides asset management, investment and fiduciary services to individuals, businesses and foundations. We build a team of local professionals around your needs to establish the best strategy for your situation. We work closely with you to develop a personal, comprehensive plan that will help you meet your goals and objectives through each phase of the wealth management process.

Innovative Banking. Simplified.

It's your money, and you should be able to access your accounts whether you're out shopping or out of the country.

Busey makes it easy to securely manage your finances whenever you want, wherever you are.

Personal Banking Learn More »

First home. Or dream home.

There's no place like it.

Busey promises to find the home financing that's best for you - whether you're just starting out, tired of renting or purchasing your dream home.

Mortgage Learn More »

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

Busey promises to partner with you so you don't have to handle difficult decisions alone.

Business Banking Learn More »

You earn it. We'll grow it.

After years of hard work, you want to see your efforts pay off - literally.

Busey promises to make your money work for you.

Wealth Management Learn More »

Our customers are our neighbors.

When it comes to navigating your unique financial journey, you want a partner who understands who you are, where you came from and where you are headed.

Busey promises expert advice to guide you through every important financial decision.

Resource Center Learn More »

Our roots run deep.

With roots that trace back more than 145 years, our professional farm managers are entrusted to care and maximize value for landowners controlling a combined 100,000+ acres of prime farmland in Illinois.

Ag Services Learn More »

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

We'll build a relationship with you so you don't have to handle these difficult financial decisions alone.

 Learn More »

Your Dream. Our Promise.

You have big dreams.

Busey promises to help you realize those dreams.

The Busey Promise Learn More »

Fulfilling Dreams for 150 Years.

Join us as we celebrate our sesquicentennial.

busey150 Learn More »