Family outdoors.
 

Retirement Plan Specialists


With more than two decades of experience in partnering with businesses, we have the knowledge and resources to develop a retirement plan strategy that will fit your needs. Our team of Retirement Plan professionals is well equipped to handle every aspect of your plan.

Champaign and Ford Counties

201 W. MAIN STREET | URBANA, IL 61801 | 217.365.4801

Charlee smiling
Charlee R. Lin, CPFA, CRPS®, CRPC®

Senior Vice President
Senior Retirement Plan
Services Advisor

Adam Ownes smiling
Adam Owen, CRPS®
Vice President
Retirement Plan
Participant Advisor
Roderic Morgan smiling
Roderic Morgan
Officer
Retirement Plan
Participant Advisor 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Peoria Tri-County

6699 N. SHERIDAN ROAD | PEORIA, IL 61614 | 309.495.4281
Valerie Sinks smiling
Valerie Sinks
Assistant Vice President
Retirement Plan
Services Advisor
Amanda DeStephano smiling.
Amanda DeStephano
Officer
Retirement Plan
Services Associate
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Edwardsville

330 W. VANDALIA ST | EDWARDSVILLE, IL 62025 | 618.659.6298
Deneen Messer
Vice President
Retirement Plan Services Advisor