Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have worked to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Julie Chilton

Marketing Assistant

Some of the moments when families need us most arrive at the hardest times of their lives, after the loss of a spouse or parent, when a stack of paperwork feels like the last thing anyone should have to face. Having lost my own spouse...

Logan Dirks

Financial Planner

(309) 699-0311

logan.dirks@prudential.com

Before I ever sat down to build a financial plan, I spent seven years in the United States Air Force and then worked as a construction superintendent for United Contractors Midwest, keeping the many moving parts of a job site running...

Peter Monferdini

Financial Advisor

(309) 699-0311

peter.monferdini@prudential.com

I opened my own practice in 1989 and have spent every year since helping families across Central Illinois prepare for and move through retirement. Over more than three decades, I've watched markets climb and fall, economies expand and...

Roberta McMurtrey

Marketing Assistant & Office Manager

The best part of my days is the conversations, hearing about a client's grandchildren, a trip they've been dreaming up, or the life they built long before I met them. Over twenty-four years in this industry, I've come to know many of...