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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies

Retirement investing and distribution strategies

Estate conservation issues

Risk management

We can also help answer your questions, including:

Can I retire early?

Are my investments working hard enough?

What’s the best approach for college savings?

What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We have experience in creating an approach that is designed to address your individual situation. It is our goal to help you feel comfortable with your situation and confident in the strategy we have created together. 


Jerry Dreier, CLU, ChFC

Investment Advisor Representative

(217) 224-5560

(217) 224-6145

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...
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Brian Dreier

Investment Advisor Representative

(217) 224-5560

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...

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Jennifer Berg

Administrative Assistant


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...
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