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

Executive Vice President, Executive Managing Director,
Financial Advisor, RJFS

Assistant Vice President
BIS, Financial Advisor

Vice President, BIS
Financial Advisor, RJFS

Macon County

130 North Water Street | Decatur, IL 62523 | 217.425.8247

Vice President, BIS

Financial Advisor, RJFS

Assistant Vice President, BIS

Financial Advisor, RJFS

McLean County

2101 North Veterans Parkway | Bloomington, IL 61704 | 309.663.7657

Assistant Vice President, BIS

Financial Advisor, RJFS

Peoria Tri-County

6699 N. Sheridan Road | Peoria, IL 61614 | 309.676.4444

Assistant Vice

President, BIS

Financial Advisory, RJFS

Southern IL Counties

330 W. Vandalia Street | Edwardsville, IL 62025 | 618.659.6556

101 S. Morrison | Collinsville, IL 62234 | 618.659.6556

Vice President, BIS Financial Advisor, RJFS

Investment Products and Services are:

Not FDIC Insured | May lose value | No bank guarantee

Curt Anderson, CFP®
Executive Vice President, Executive Managing Director,
Financial Advisor, RJFS | Work 217.365.4870 | Mobile 217.369.4943

Curt Anderson is Executive Vice President, Executive Managing Director, of Busey Wealth Management, a division of Busey Bank, which provides asset management, investment and fiduciary services to individuals, businesses and foundations.

Curt, who has been with Busey for more than 30 years, is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association. An honors graduate from Southern Methodist University in Dallas, Texas, Curt earned his Bachelor’s degree in Business Administration, majoring in Finance.

Curt is a dedicated community leader and volunteer. He has previously or is currently serving in various capacities for the Champaign County Chamber of Commerce, United Way of Champaign County, which awarded Curt the Spirit of Caring award in 2012, C-U Sunrise Rotary Club, American Heart Association’s Heart Ball and Heart Walk, the University of Illinois School of Social Work and Carle Center for Philanthropy.

Curt is a member of the 2015 Raymond James Financial Services Leaders Council*. Most recently he was named among Forbes’ list of 2020 and 2021 Best-In-State Wealth Advisors** one of the top 100 advisors in Illinois.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Certified Financial Planning Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Email:
Curt.Anderson@busey.com

Cristin Gaines
Assistant Vice President, BIS - Financial Advisor, RJFS | 217.365.4821

As a seasoned professional at Busey for more than two decades, Cristin has cultivated meaningful relationships with clients, guiding and empowering them to make sound financial choices for their future with a steadfast commitment to delivering exceptional service.

With a deep-seated dedication to the best interest of her clients, she remains focused on helping individuals and families in managing their investments, retirement plans, and other financial matters.

Cristin pursued her education at Parkland College and obtained the Series 6, 7, 63, and 65 licenses, as well as a life and health insurance producer. She is actively pursuing her Chartered Financial Consultant (ChFC®) designation and looks forward to expanding her role in assisting individuals and families with all aspects of their financial plan.

Email:
Cristin.Gaines@busey.com

Vanessa Levan
Vice President, BIS | Financial Advisor, RJFS | 217.351.6515

Vanessa has been a Financial Advisor at Busey since 2004, beginning her career in the financial services industry in 1999.

Vanessa inspires her clients through creating individualized solutions, acting as a partner and establishing a road map tailored to each client’s needs and best interests. She meets with her clients regularly to continually assess risk tolerance, goal progression and investment priorities. Vanessa measures her personal fulfillment through client relationships and progress.

A graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science in Finance, Vanessa holds her series 7, 24, 63 and 65 securities licenses, as well as her producer's license for life, health & variable contracts in the State of Illinois. Vanessa is an active mentor to women both in the financial industry and in the community. It is her personal mission to help grow the number of women and minorities working as financial advisors, as well as to help people reach their full potential of personal and professional growth. She is involved in facilitating financial seminars and often serves as a guest speaker for college classes and workshops at Parkland College and The Gies Business School, among other community groups.

Vanessa resides in Fisher with her husband and their son and daughter. There she is actively involved in the community, volunteering her time coaching soccer and helping with 4-H. She is passionate about outdoor activity and hopes to visit all 50 states and all the parks in the National Park System.

Email:
Vanessa.Levan@busey.com

Todd Sheets

Vice President, BIS & Financial Advisor, RJFS | 217.365.4844

Todd has been with the Busey family for more than 15 years. He takes pride in creating strategies for clients with a focus on retirement planning.

He received a Bachelor of Science degree in Finance from Illinois State University in Normal, Illinois, and is a graduate of the Decatur Leadership Institute and United Way Emerging Community Leaders. Todd has received his Series 7, 63, 65, and Life and Health Insurance licenses in the state of Illinois.

Todd has been a member of the Raymond James Executive Council, this award was received 2010 - 2017. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. Membership is based on prior fiscal year production. Re-qualification is required annually. In 2014 Todd was named among REP. magazine and WealthManagement.com's Top Next Gen IBD Advisors Under 40,* advisors on the list are ranked exclusively by assets under management and are nominated by their representative firms.

Todd volunteers his time coaching soccer and t-ball in Mahomet, where he resides with his wife, two daughters, and son.

Email:
Todd.Sheets@busey.com

Todd Sheets

Vice President, BIS | Financial Advisor, RJFS | 217.365.4844

Todd has been with the Busey family for more than 15 years. He takes pride in creating strategies for clients with a focus on retirement planning.

Todd volunteers his time coaching soccer and t-ball in Mahomet, where he resides with his wife, two daughters, and son.

Email:
Todd.Sheets@busey.com

Emily Lietz

Assistant Vice President, BIS | Financial Advisor, RJFS 309.663.7657

Through financial planning, investment management, or a combination of the two, Emily strives to assess each individual client’s situation and tailor their experience to meet all their needs. She holds her series 7, 63, and 65 securities licenses, is a life and health insurance producer, and is currently working toward her CFP®.

Emily earned her degree in Business Administration from Eastern Illinois University. She completed the Champaign County Chamber of Commerce ACE program in 2018 and has been a lifelong member of the American Legion Auxiliary. Emily and her partner currently reside in De Land with their two dogs.

Email:
Emily.Lietz@busey.com

Emily Lietz

Assistant Vice President, BIS | Financial Advisor, RJFS 309.663.7657

Email:
Emily.Lietz@busey.com

Tamie Pearson
Assistant Vice President, BIS | Financial Advisory, RJFS | 309.495.4281

Tamie has been in the financial industry more than 25 years. Business development has been an important part of her role as Financial Advisor, along with educating branch staff about Wealth Management and its importance to our clients.

She attended Illinois Central College in East Peoria. Tamie has received her Series 7, 63 and 65 securities licenses and is also licensed to write life, health, fixed and variable annuity products in addition to long-term care in the state of Illinois.

Tamie specializes in goal planning and utilizing the right tools to meet those goals. She takes the time to get to know her clients and to assure that she has the entire financial picture before she proceeds with investment choices. Using a broad array of investments, she assists clients with investing for retirement, for their child's education, tax control, asset allocation and other long-term growth needs. Retirement/tax deferred accounts like 401(k)s, IRAs, Education Savings and Annuities are areas of focus.

Tamie assists with the Peoria Art Guild annual art show and the Peoria Riverfront Museum annual Christmas luncheons. She resides in Morton with her husband, Gavin.

Email:
Tamie.Pearson@busey.com

Lisa Hock, ChFC®

Vice President, BIS | Financial Advisor, RJFS | 618.659.6556

Lisa has been in the financial industry for over 25 years and has a Chartered Financial Consultant® designation. She works closely with clients to help them reach their financial goals. That goal may be planning for college, retirement or legacy planning. She takes a financial life-planning view with clients and works to make sure that a client’s financial plan aligns to support their life and legacy goals.

Lisa and her husband moved to Edwardsville in 2005. She is a member of the SIUE Meridian Society and enjoys volunteering in community events, such as the Collinsville Italian Fest and the Edwardsville Rotary Criterium Festival.

Email:
Lisa.Hock@busey.com