Broker Check

At our firm, we have the client—and only the client—in mind.


Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Matt Boehm

Matt Boehm

Managing Partner

(309) 253-4726

(309) 222-8292

Bob Travers

Bob Travers

Portfolio Analyst & Investment Advisor Representative

(309) 229-1582

(309) 222-8292

Elaine Dykhuis

Elaine Dykhuis

Client Services & Operations Manager

(217) 685-9161

(309) 222-8292

Natalie Florio

Natalie Florio

Client Services Coordinator

(309) 210-8951

(309) 222-8292

Legacy Premier Advisors Affiliated Advisors

Marc Minor

Marc Minor

Managing Partner of LPA

Brian Penney

Brian Penney

Member of LPA

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us