Hoyt Robey
    Hoyt Robey, Founder & Principle – Personal Economics Financial Group. Hoyt is an experienced CEO in Financial Planning with a demonstrated history of helping you secure your retirement. Strong entrepreneurship, professionally skilled in Financial Planning, Leadership, Team Building, Public Speaking, and Retirement Planning.
    There are currently no events.
    There are currently no events.
    Camille Marie Tan, CRPC®
    Camille M. Tan has been involved in the insurance industry since 2003 and is an advisor in the Naperville area with Van Ham & Tan Financial. She enjoys using a consultative approach to financial planning with her clients. As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships. Every client is unique and has unique needs and goals, and helping identify the best way to help them reach their goals is priority number one.[boc_spacing height="20px"] Camille is proud to be part of a multi-generational financial services practice focused on meeting the needs of small business owners, families, and individuals in her community. Helping her clients understand their financial goals, and how to achieve them is integral to her practice. With an emphasis on education and understanding, she helps guide her clients on their financial path. They focus on minimizing taxes, building generational wealth, and reducing debt for their clients. Camille has been an active member of the National Association of Insurance and Financial Advisors since 2004, and regularly attends educational conferences to gain more skill and knowledge to keep up with all current industry trends. All of which she uses to help make sure her clients receive the best advice possible. She has been an active volunteer with the National Association of Insurance and Financial Advisors since she started her career. She was named the Young advisor of the Year for NAIFA IL in 2010 and currently she is the Immediate Past President of the Illinois chapter of NAIFA.[boc_spacing height="20px"] Camille is a competitive indoor and open water long distance swimmer; she regularly competes at events all over IL and the nation. She also loves scuba diving and travel. She is a Divemaster and loves helping teach others about the underwater world. She shares her love of scuba and travel with her husband, whom she met at an industry event.
    There are currently no events.
    There are currently no events.
    Robert Freitas
    Robert was born in Northern California and raised in the Aiken/Augusta area after moving there as a teenager. Robert received his BS in business management from the University of Phoenix in 2005 and his MS in business management from Southern Wesleyan University in 2007. In addition to building his financial advisory practice, Robert spent 12 years as an adjunct professor at the University of Phoenix, teaching in the areas of finance and economics. Robert is deeply engaged in the community serving in various capacities for several non-profit organizations. Robert and his wife Melissa have three children and eight grandchildren. In his free time, Robert enjoys playing the drums in his church orchestra, playing golf, running with his dog Jake, and vacationing at the beach with his family.
    There are currently no events.
    There are currently no events.
    Doug McKay
    Doug McKay is an Independent Fiduciary Investment Advisor and a Managing Partner of First Fiduciary Advisors. He is also the Founder of "This Week On Wall Street" Radio Show and Blog. He has been educating and assisting clients since 1995. As an Independent Fiduciary Investment Advisor, Doug works for his clients and not a bank or broker.
    There are currently no events.
    There are currently no events.
    Brian Teets
    Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, or as a financial advisor – he has helped people of all ages and backgrounds better themselves through his training and mentoring. As a financial advisor, Brian is dedicated to educating his clients by offering them the appropriate tools and resources they need to make sound financial decisions. He is an independent financial advisor, not tied to any one insurance carrier. By working with over 50 product providers, he has the ability to research and recommend the best products for his clients and their specific needs. Brian holds a Bachelor’s Degree from Eastern Michigan University and an MBA from Davenport University. Past experiences as an entrepreneur and real estate investor supplement Brian’s resume with additional skills he utilizes to understand the individual needs of his clients, regardless of their background. Ever interested in continuing to develop his proficiency and knowledge, Brian stays abreast of the changing insurance and financial industries by avidly reading pertinent books and journals as well as attending leading edge conferences and seminars. Brian resides in Wyandotte with his wife and two young children. His favorite past times include spending time with his family and creating new memories through travel, summer boating and mountain biking.
    There are currently no events.
    There are currently no events.
    Jason Griffith
    Jason joined Hoffman Griffith Wealth Planning Inc. in 2002 as Chief Investment Officer and Wealth Advisor. His entrepreneurial background in global commodity and financial markets brings insights we can apply to our and our clients’ business, marketing and related concerns. He holds an AIF® designation and a bachelor’s degree from Humboldt State University.
    There are currently no events.
    There are currently no events.
    Jack Hillman
    Jack graduated Magna Cum Laude from St. Norbert College with a degree in Finance. Having grown up around the financial services industry, he brings a lifelong understanding of the field and a genuine passion for helping others achieve financial success. Jack is committed to building long-term relationships with his clients by providing thoughtful guidance and personalized strategies tailored to their unique goals. With a strong foundation in financial planning, Jack focuses on helping individuals and families work toward their wealth-building, estate planning, and insurance objectives. He leverages his education, professionalism, and access to a wide array of products and services to support clients at every stage of life. Jack brings the same drive and discipline that fueled his success as a student-athlete to serving his clients every day. While at St. Norbert, Jack was a dedicated student-athlete, earning recognition as a three-time ACHA Academic All-American and appearing on the Dean’s List for all six semesters. He also contributed to his hockey team’s success as they captured two consecutive Harris Cup championships. Outside the office, Jack enjoys spending time outdoors—whether it’s fishing, hunting, or playing golf.
    There are currently no events.
    There are currently no events.
    Michael Grinnell
    Michael is proud of his 12 years of educating and protecting countless high net worth business owners and families with private pensions, lifetime income, and tax reduction strategies. He founded Grinnell Financial Group in 2020 after making the decision to become an Independent Financial Broker, which permitted him to focus on his clients’ needs and put their interests ahead of corporate America. Collaborating with his team of skilled and sincere financial professionals to bring the best available options to hard-working people looking for honest solutions to their wealth and legacy protection. Becoming an affiliate with Grandview Financial Corporation also allows me to collaborate with like-minded professionals to become better Advisors. Reducing taxes after selling a business or when it’s time to retire and never run out of money. Then Michael is the right guy for you. Something that may surprise you about me… I find respite in cooking for family and friends. It has been a passion of mine for years. My beautiful wife and I love going to summer concerts at our favorite winery with friends and searching for special antiques. I love working on home projects and restoring an old car that we hope to have on the road this Spring!
    There are currently no events.
    There are currently no events.
    Paul Luchau
    Paul Luchau was born and raised in Rochester Minnesota. He entered the financial services industry in 1985 as a mortgage lender and immediately began to educate others about how money works. After observing so many individuals and families doing with their money what everyone else was doing with theirs, he set out to understand how the wealthy got to where they were.

      Paul is committed to education. He enjoys public speaking and teaches a 2-hour CE class to the Real Estate community where he equips Real Estate agents with the skills needed to help their clients participate in real estate ownership.

      In 1999 Paul expanded his expertise in another area of money and finance when he joined the insurance and investment advisory business in Minneapolis Minnesota. Unlike so many others in his field who concentrate on rate of return, his work focuses on showing the wisdom of avoiding wealth transfers – monies that are often transferred away – unknowingly and unnecessarily. In the fall of 2005, he moved to Colorado bringing that same passion to teach and enlighten others with his experience and knowledge. He has since moved to Southwest Florida to continue his pursuit of excellence and education.

      Ideally all of us should have liquidity, use and control of our money. True wealth not only creates a better tomorrow, but a better today.

      Paul attended the University of Minnesota, receiving a Bachelor of Science Business degree from the Carlson School of Management with a Minor in Economics.
    There are currently no events.
    There are currently no events.