Family outdoors.

Retirement Plans 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®, AIF®
Vice President
Retirement Plan
Participant Advisor
Roderic Morgan smiling
Roderic Morgan, CRPC®
Officer
Retirement Plan
Participant Advisor 

Peoria Tri-County

6699 N. SHERIDAN ROAD | PEORIA, IL 61614 | 309.495.4281
Valerie Sinks smiling
Valerie Sinks, QKA®, QPA®, ERPA®
Assistant Vice President
Retirement Plan
Services Advisor
Amanda DeStephano smiling.
Amanda DeStephano, CPFA®
Officer
Retirement Plan
Services Associate
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee