Bachelor of Arts, University of Illinois at Champaign/Urbana Juris Doctorate, Valparaiso University School of Law
Ann has been advising clients and their families in the Quad Cities with financial, retirement and estate planning matters since 1997. Ann’s several years in the private practice of law, advising clients on estate planning, long-term care planning and real estate, has provided her with the tools to be an accomplished financial advisor. She is a member of the Quad Cities Estate Planning Council as well as the Rock Island County and Illinois State Bar Associations.
Outside of work
Ann and her husband, Corey, live in Geneseo, Illinois with their four young children. She plays an active role with Grace United Methodist Church, Moline Rotary Club, and has also served as President of Northside Elementary School PTA.
Vice President & Trust Officer
Wealth Management Services
Bachelor of Science in Business Management from Illinois State University, Normal IL
Kim’s work experience has been in serving the Quad City region through nonprofit work and as a financial planner in the insurance industry. Education, client care, and relationship building are key attributes.
Outside of work
Kim lives in Geneseo, Illinois with her three children and is an active community member. Serving as a Girl Scout leader of three troops, and represents the Service Unit Board as Event Coordinator, Recognitions Coordinator, and Camp Planning Committee. She is an active member of PTA, serving on several committees, and actively volunteers with Junior Achievement.
Please remember email messages are sent over the internet and are not sent in encrypted or secure format.
Do not send: Account, Personal or Confidential Information