We believe our clients deserve unbiased advice and guidance meant only to benefit them. Our firm has chosen a distinctive posture and ethical standard wholly created with you in mind.

Statements we make about ourselves mean very little in this context. Because of industry restrictions, we cannot even share with you what our clients think of us. 

Explore our site and learn more about our leadership, oversight and guidance. Should you have any questions or would like more information, click here; to make contact or call us at 800-299-3725.

We await your response....

Jeff Hicks

Certified Financial Planner©

During the years he managed his family's business, Jeff decided that someone could provide more excellent financial advice than he was being offered. In 1990, Jeff chose a new career, financial planning, with determination to offer simple, excellent guidance to individuals, small and mid-sized business owners, professionals and organizations. He has earned the Certified Financial Planner designation. Jeff completed his bachelor's degree May 1984.

Tammy Kiel

Administrative and Operations Assistant

New to our firm in 2008, Tammy comes to us with her experience as a legal secretary. She has responsibility for part of our internal accounting and client satisfaction. She has a pleasant personality, looks forward to introducing herself, and welcomes requests for her attention to your needs.

Kathy DePauw

Administrative Assistant

Kathy comes to us from previous public school employment. She assists with our operations and compliance requirements.

To Call:
Toll Free: 800-299-3725
Phone: 618-474-0000

To Fax:
Fax: 618-474-0002

To Visit :
1600 Washington Avenue
 Alton, Illinois 62002

To Send Mail:
1600 Washington Avenue, Alton, Illinois 62002