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Meet Our Team

Meet Our Team

When you say 'yes' to working with us, you get the whole team.  Click on a team member to get to know their role in our office.

Peter Falstad

Peter D. Falstad, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(309) 664-2600

(309) 807-2990

Joshua Brooks

Joshua Brooks

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(309) 664-2600

(309) 807-2990

Dana Klauss

Dana Klauss

Administrative Assistant

(309) 664-2600

(309) 807-2990

Heather Clemens

Heather Clemens

Insurance Producer & Administrative Assistant

(309) 664-2600

(309) 807-2990

Elizabeth Wiggs

Betsy Wiggs

Registered Assistant

(309) 664-2600

(309) 807-2990

Ginger the Golden Doodle

Ginger Clemens

Director of Morale