Broker Check

Our Team



Our Partners

Karen McGarvey, CFP®

Financial Advisor

(618) 259-8920

[email protected]

Karen McGarvey, CFP® is a Certified Financial Planner professional who has served clients for over 30 years across 20 states. She is known for making complex matters simple. Her passion for financial planning is deeply rooted in...

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Tara Lowry, MBA

Insurance Advisor

(618) 259-8920

[email protected]

Tara Lowry specializes in health insurance solutions for clients turning age 65 or older. The Medicare Supplement world can be overwhelming and complex, but with Tara’s expertise she can provide clarity and guidance for a...

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David Wiegand

Financial Advisor

(618) 259-7900

(618) 259-7904

[email protected]

David Wiegand has more than 25 years’ experience in the insurance and financial services market. As a specialist in employee benefits, he has helped many business owners and employers provide the necessary plans to protect their...
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Jacob Lowry

Financial Advisor

(618) 259-7900

(618) 259-7904

[email protected]

Jacob Lowry is known for his integrity while serving clients in areas of retirement planning, employee benefits, and asset protection. Advising many types of individuals and businesses allows Jacob to provide a holistic approach...

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