Building gameplans customized to your needs is Zach’s specialty. By working closely with his clients, Zach comes to understand each client’s values and long-term goals. Zach enjoys guiding clients through the twists and turns of the ever-evolving stock market and financial world — and towards their aspirations.
When meeting with Zach, you can expect an energetic collaboration and a fierce dedication to get you where you want to be. With over a decade of experience as a financial advisor, Zach is poised to provide advanced financial support and a dynamic perspective to every client.
Zach is an active member of his community and aspires to leave a positive impact. He is a board president for Habitat for Humanity in Springfield as well as a board member of Sangamon CEO, a program that helps create entrepreneurial opportunities for high schoolers. Additionally, Zach regularly volunteers at Westside Christian Church. He is also a member of the American Business Club and the Flying 20 Club.
Outside of work, Zach enjoys traveling with his wife, Erin, and their children, Cal and Sloan. In addition, he coaches Cal’s basketball team. Zach loves various outdoor activities, including skiing and boating.
Shane views financial advising as a full, non-linear journey, meaning that each financial plan evolves with his clients’ shifting lives. By acting as a sounding board and financial guide, Shane is passionate about creating trusting relationships to support clients throughout life’s hurdles and momentous decisions.
Each individual’s financial life consists of various components, and Shane works diligently to ensure that all aspects align with his client's personal goals and financial picture. With over 20 years of experience in the financial industry, Shane anticipates clients’ needs by regularly monitoring their situations — and keeping them on the path towards their aspirations.
Shane cares deeply for his community as is demonstrated by his service in various organizations. He is a member of Young Philanthropists as well as the treasurer for Compass for Kids, a non-profit committed to empowering at-risk youth and families. Shane is also a member and volunteer of Westside Christian Church.
Shane’s wife, Maggie, co-owns with her sister 1st and 3rd Boutique and Wine Bar in Petersburg, IL. They have 2 sons, Nolan and Archer, along with a Goldendoodle named Dolly. When Shane’s not in the office, he enjoys helping coach his son’s sports teams, playing basketball, and enjoying live music with friends.
For over 30 years, Jay Cole has dived deep into the area where his clients’ lives meet their finances, serving as their confidant throughout life’s many changes. Jay finds great joy in building close relationships with his clients and carving out distinct, dynamic solutions for their unique circumstances.
With extensive experience in the industry, Jay brings an astute perspective to the table. Jay utilizes a hands-on approach by regularly checking in with clients and reviewing their accounts and plans to keep them on track towards their goals.
Jay is a current member of the First United Methodist Church. Jay previously served as past board member and president of both The Ball-Chatham Education Foundation and Big Brothers Big Sisters of Illinois Capital Region. Jay also enjoys working around his garden, coaching competitive fast pitch softball and taking long drives in his father's 1973 Caprice Classic Convertible.
Jay and his wife, Mary have a blended family. Jay has 2 daughters, Mariah, married to Aaron with granddaughter Emery, and daughter Peyton, all of whom reside in North Carolina. Mary has two sons. Steven and his wife Abbey who live in Springfield and Jeff and his wife Jessie who resides in Colorado. Not to be forgotten, Jay and Mary have two dogs, Tessie and Tillie.
Trevor provides financial planning and investment management services to clients nationwide with an emphasis on providing wealth management solutions to physicians and high-net-worth individuals. Trevor partners with affluent clients in helping them to address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.
Trevor brings with him over 20 years of accounting and wealth management experience. Trevor has been involved in the local community for a number of years and currently serves on the HSHS St. John’s Foundation Leadership Council.
Trevor is married to his lovely wife Amy and are the parents of three beautiful children, Logan, Lucy, Elle, and one special Pomsky, Stella
Connor’s passion for investing began during his junior year of high school. He would create hypothetical portfolios with different companies that he saw long-term value in. Ever since then, he knew that he wanted to turn that passion into a career as a financial advisor. Connor truly enjoys helping others learn and invest, as doing so is crucial in today's world. .
Connor is a lifelong Springfield resident who graduated from Glenwood High School in 2012. Connor continued his education at LLCC and then finished at the University of Missouri St. Louis where he earned a Bachelor’s of Science degree with an emphasis in Business Administration. In March of 2020, Connor earned his CFP® designation and is proud to represent what those marks stand for. Connor was a team captain of his soccer team at LLCC and completed his athletic collegiate eligibility at UMSL. Connor still participates in local soccer leagues throughout the year and now volunteers his time as an assistant coach for the Glenwood High School team.
Connor is married to his high school sweetheart, Madison, and are proud parents of their miniature schnauzer, Luna. Connor enjoys traveling, participating in athletic events, and spending time with his family and close friends.
Kelly Behl strives to create a seamless experience for every client. Dedicated to caring for the details of your financial success, Kelly opens, updates and manages accounts accurately and efficiently. If you have questions or concerns about account statements or documents, Kelly is your go-to resource who will work diligently to provide the answers you need.
Having worked in an administrative capacity at Wells Fargo Advisors for 24 years, Kelly brings extensive experience to her role. Kelly’s drive to serve expands outside of her work. She is also a secretary for Farmingdale Parent/Teacher Committee as well as a volunteer for Habitat for Humanity.
When she isn’t attending to clients or volunteering, you can find Kelly spending ample time with her family and friends. She loves to travel and enjoys watching her kids play in their various sports. Kelly and her husband, Joe, have been married for 16 years and have two kids, Ian and Brynn, and a goldendoodle named Gus.
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