Jonathon W. Aggen, Certified Financial Fiduciary® founded the practice in 2015 in East Peoria Illinois. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He is an Independent Financial Advisor and Insurance Broker who holds Series 7, 66, Life, Health, Property, Casualty Licenses, and holds the Certified Financial Fiduciary® designation as well as a BA from the University of Illinois. He maintains offices in East Peoria, Illinois as well as Boca Raton, Florida. Karen and Courtney Brooks also work as part of the client services team.