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Our Team

Advisors

Julie-Anne Pickett

Julie-Anne Pickett

Macomb, IL

Jerry Peabody

Jerry Peabody

Macomb, IL

Craig W. Moncey, ChFC®

Craig W. Moncey, ChFC®

Quincy, IL

Fax Number: 217-641-2559
Phone: 217-203-6464
Email: CMoncey@investment-planners.com

Dave Ruths, Jr. CFP®, CKA®

Dave Ruths, Jr. CFP®, CKA®

Chicago, IL

Nathan Hoebing

Nathan Hoebing

Senior Associate Wealth Advisor Alton, IL

Fax Number: 217-641-2559
Phone: 618-466-0100
Email: NHoebing@investment-planners.com

Jerry Yockey

Jerry Yockey

Shelbyville, IL

James Huber

James Huber

Associate Wealth Advisor Quincy, IL

Fax Number: 217-641-2559
Phone: 217-203-6464
Email: JHuber@investment-planners.com

Beth Meier, CPA

Beth Meier, CPA

St. Louis, MO

Support Staff Team

Lori A. Kidd

Lori A. Kidd

Senior Accounting Associate

Julie Applegate

Julie Applegate

Director of Marketing, Events & Communication

Compliance Team

Lori Fuerstenburg

Lori Fuerstenburg

Chief Compliance Officer

Mark Berndt

Mark Berndt

Compliance Officer

Operations Team

Michelle Hancock

Michelle Hancock

Director of Operations

Teanna Anderson

Teanna Anderson

Senior Operations Specialist

Collin Kupish

Collin Kupish

Operations Specialist

Eric Lewis

Eric Lewis

Senior Operations Principal

Karen Reynolds

Karen Reynolds

Senior Operations Advisory Principal

Advisory Support Team

Elizabeth Snyder

Elizabeth Snyder

Client Service Specialist Macomb, IL

Dawn Moncey, EA, MBA

Dawn Moncey, EA, MBA

Financial Operations Quincy, IL

Fax Number: 217-641-2559
Phone: 217-203-6464
Email: dmoncey@investment-planners.com

Jordon Colbrook

Jordon Colbrook

Shelbyville, IL Operations Specialist

Michaela Hagerbaumer

Michaela Hagerbaumer

Client Service Specialist Quincy, IL

Fax Number: 217-641-2559
Phone: 217-203-6464
Email: mhagerbaumer@investment-planners.com

Haley Pfafman

Haley Pfafman

Client Service Specialist Macomb, IL

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