Young family near fountain

Investment Services Team


Our strong values and commitment to placing the needs of our clients first make us one of the premier investment firms in the communities we serve, as evidenced by the nearly $1.1 billion in assets we manage for approximately 6,000 clients.

Champaign County

201 West Main Street | Urbana, IL 61801 | 217.365.4860
Curt Anderson smiling
Curt Anderson, CFP®
Executive Vice President, Executive Managing Director,
Financial Advisor, RJFS



Vanessa Levan smiling.
Vanessa Levan
Vice President, BIS
Financial Advisor, RJFS
Todd Sheets smiling.
Todd Sheets
Vice President, BIS
Financial Advisor, RJFS
Deborah Arch smiling.
Deborah Arch, WMS
Officer, BIS, Financial Executive, RJFS









Macon County

130 North Water Street | Decatur, IL 62523 | 217.425.8247
photo of Todd Sheets
Todd Sheets
Vice President, BIS
Financial Advisor, RJFS
Photo of Emily Lietz
Emily Lietz
Officer, BIS
Financial Advisor, RJFS


















McLean County

2101 North Veterans Parkway | Bloomington, IL 61704 | 309.663.7657
Photo of Emily Lietz
Emily Lietz
Officer, BIS
Financial Advisor, RJFS





















Peoria Tri-County

6699 N. Sheridan Road | Peoria, IL 61614 | 309.676.4444
Tamie Pearson smiling.
Tamie Pearson
Assistant Vice
President, BIS
Financial Advisor, RJFS





















Southern IL  Counties

330 W. Vandalia Street | Edwardsville, IL 62025 | 618.659.6556
101 S. Morrison | Collinsville, IL 62234 | 618.659.6556
Lisa Hock Portrait
Lisa Hock, ChFC®
Vice President, BIS  Financial Advisor, RJFS





















Florida: Fort Myers/Red Cedar Drive

5246 Red Cedar Drive | Fort Myers, FL 33907 | 239.267.6655
Marcus Henderson Portrait
Marcus Henderson
Assistant Vice
President, BIS
Financial Advisor, RJFS











































































Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee