Our Team
Jacob Lowry, ChFC®
Financial Advisor
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...
David Wiegand
Financial Advisor
(618) 259-7904
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 employee’s
Tara Lowry, MBA
Insurance Advisor
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...
Karen McGarvey, CFP®
Project Liaison
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...
