Brian started his financial planning career in December of 1994 after graduating from Rockhurst University in Kansas City, MO. His practice has worn several hats over the years. As the financial world becomes more complex, it is...
Jerry Dreier is a lifetime resident of Quincy and has been assisting investors for the last 35 years. Jerry has developed a career in advising retirees and those about to retire who wish to preserve their principal and make their money...
Jennifer entered the financial services industry after she graduated from Kansas State University in 1998. She holds a Bachelor’s degree in Human Resource Management. Jennifer runs the day-to-day, administrative operations for Brian...
After living most of her life in South Dakota, Leann returned “home” to Quincy in 2023. Leann has a storied background in the insurance and financial services industry. Her time in customer service is evident to everyone associated...
Terri graduated from Western Illinois University with her Bachelor of Science Degree in Education and an area of concentration in economics. She joined Heartland Financial Advisors in June of 2020. Terri’s outgoing personality shines...
