Midland Building

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Midland’s Wealth Management Group is dedicated to providing you, your family and your business personalized advice tailored to your needs and goals. You’ll enjoy the confidence that comes from knowing your assets are managed by accomplished professionals, skilled at creating sophisticated solutions.

 

Wealth Management and Trust credentials and designations include:

  • Accredited Investment Fiduciary (AIF)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Certified Trust & Financial Advisor (CTFA)
  • Certified Securities Operations Professional (CSOP)
  • Certified Fiduciary and Investment Risk Specialist (CFIRS™)
  • Certified Retirement Services Professional (CRSP)
  • Certified Structured Settlement Consultant (CSSC®)
  • Master Structured Settlement Consultant (MSSC®)
  • Professional Plan Consultant (PPC)
  • Juris Doctor (JD)
  • Master of Business Administration (MBA)

 

An integrated group of skilled professionals, we’re proud of our ability to provide you with exceptional and diverse programs and services. The ability to collaborate with proven partners in an environment of empowered local decision-making allows us the flexibility, responsiveness and personal attention that you deserve. 

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Wealth Management and Trust

President - Wealth Management

COO/Director – Wealth Management

Chief Investment Officer

Trust Officer

Trust Administrator

Sr. Trust Officer

Trust Administrator 

Trust Officer

Wealth Advisor

Sr. Trust Officer

Trust Administrator

Sr. Trust Officer

Sr. Portfolio Manager

Trust Officer

Trust Administrator

Wealth Advisor

Wealth Advisor

Trust Officer

Trust Officer

Trust Officer

Trust Officer

Trust Administrator

Trust Officer

Wealth Advisor

Trust Operations Manager 

Retirement Plan Officer

Trust Administrator

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Financial Advisor Group

JD, CFP®, Branch Manager, RJFS, Registered Principal Professional

1201 Network Centre Dr. Effingham, IL 62401

MBA, CFP®, Branch Manager, RJFS, Registered Principal and Financial Advisor

1201 Network Centre Dr. Effingham, IL 62401

M.A., CFP®, Financial Advisor, RJFS

101 W First St, Dixon, IL 61021

Financial Advisor, RJFS

302 First Ave, Sterling, IL 61081

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*Registered Representative affiliated with Raymond James

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

Check the background of these registered investment professionals on FINRA's BrokerCheck. check

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Midland States Bank, Midland Trust Company, and Midland States Bank Wealth Management Group are not registered broker-dealers and are independent of Raymond James and RJFS. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities are not deposits, not insured by FDIC or any other governmental agency, not guaranteed by Midland States Bank and are subject to risks, including the possible loss of principal.

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