*Susan Sommer, Certified Fund Specialist
   CERTIFIED FINANCIAL PLANNER™ professional
   
   Series 6, 63, 7 and 24 securities registrations
   Life and Health Insurance licensed
   Public Speaker

Susan's education is ongoing, she continues to attend seminars and conferences to keep abreast of industry changes and meet continuing education requirements.  Susan is a member of The Financial Planning Association (FPA), ESPW, eWomen Network and the St. Charles Chamber of Commerce.

Maria Borror, Administrative Assistant

Maria provides support with the administrative duties.  She has over thirty years of customer service experience.  She is currently working on licensing for securities and insurance.

Anna Sommer, Marketing and Technology Coordinator

Anna keeps our website up-to-date, helps with special events, and handles administrative tasks as needed.