I was raised in Darlington, the son of a nurse and carpenter. I learned at an early age the value of hard work and putting others first. I spent several years working in ambulances and emergency rooms as well as on a shock trauma team for the U.S. Army. Following the completion of my business degree, I worked in the insurance industry prior to joining Midwest Financial Group.

I have always prided myself on putting the needs and goals of the patients and clients that I have worked with first. Flexibility and recognition of your needs allow me to ensure that I put your interests first, and will allow our interactions to take place on your terms. We have gone through a time in this country that has made people aware of the need to plan for the future, while still taking care of the needs of today. Together, we will build a plan that helps to take care of your todays and prepares for your tomorrows.

My free time is spent split between serving as the director of EMS for the Belmont Ambulance Service, Lieutenant of the Belmont Fire Department, and with my family.  My wife, Shelly, and I are blessed with three girls, Julia, Brynn, and Saige, who keep us on our toes at all times.

Jay joined TI- Trust, Inc. (formerly First Bankers Trust Services Inc.) in March of 2015 as the Executive Vice President of Investment Management.  Through careful financial analysis, design, implementation and service, Jay is primarily responsible for portfolio monitoring and client relationship management.

Jay has over 20 years of experience in the financial services industry.  Prior to joining TI-TRUST, Jay was employed by First Investment Services/First Bankers Trust Company as an AVP-Financial Advisor.  Before that, Jay was employed by First Bankers Trust Services as the Investment Trust Officer providing trust clients with portfolio management.  He also worked as a Financial Advisor for Hannibal National Bank in Hannibal, Missouri.

Jay is a Series 65 registered investment advisor representative and has a Bachelor’s degree in Economics from the Missouri University of Science and Technology.  Jay also holds the Series 7, Series 63, Life and Health insurance licenses and the Accredited Investment Fiduciary (AIF) designation.  He is a graduate from Cannon Financial Institute’s Personal Trust School I, II, and III. Jay recently received the designation of Certified Financial Fiduciary® (CFF).  

An independent & non captive Certified  Financial Fiduciary 

Erik has lived in New York, Florida, California, and Colorado. Erik

graduated from Colorado State University in 1992 where he re-

ceived a B.S. degree in Business Administration with a double con-

centration in Finance/Real Estate, and Marketing. Having experi-

enced life in four regions of the United States, Erik says, “My cli-

ents live from coast to coast.” No matter where one resides in 

America, the same principles, and financial rules apply. 

Erik has been serving his clients diligently for over 25years.

Erik passionately contributes to the financial health of his

communities and companies by providing pro bono financial liter-

acy classes through nonprofit organization's he partners with.

He also provides 401(k) compliance audits for employers, that 

helps them reduce their liability exposure and fiduciary responsibility.

Proactive tax reduction is Erik's new focus with his clients in light of the coming tax time bomb's.

Linda Burns is a financial advisor focusing on investment and insurance strategies for retirement income planning and tax efficient wealth transfer and preservation.  A 1984 graduate of Penn State University, Linda has worked in wealth management for most of her career, beginning in South Florida before eventually moving back to Pennsylvania to be closer to family.  She became an independent financial advisor in 2000 and it turned out to be her dream job; she loves what she does every single day and gets the added bonus of helping her clients to achieve their own goals!  She and her husband Scott live in Hollidaysburg and have two grown sons; Casey, a computer software engineer in San Diego, CA, and Colin, an IT specialist in central PA.

Bio of Frank J Passmore

Frank started his Financial Services career in 1986 and feels so blessed to now have many hundreds of Clients in both Hall and Gwinnett Counties of North Georgia. Frank’s passion is helping Families plan better for the Financial Challenges that can happen in Retirement. Frank is very concerned with the statistical fact that almost 70% of Spouses left alone, usually our Moms, are left with much less income to live on and do not have the means to pay for the usually needed Home Health Care that most aging Females will need and Medicare and Supplemental Insurance do not cover this type care. Frank has seen this overwhelming cost in his own Family and it has given him a drive to help as many Families as possible with Gods help and guidance.

Diane Davis is a retirement planning advisor that specializes in lifetime income strategies, legacy planning and wealth preservation. She brings over 27 years experience and enjoys working with individuals who need guidance in retirement planning, 401k rollovers and federal employee benefits. Diane is a Chartered Financial Consultant   a graduate of the program through the American College of Financial Services. This designation provides the highest standards of knowledge and trust in financial planning. Diane Davis objective in financial planning is to provide a roadmap for clients to achieve their objectives. Client needs and goals are constantly changing during their lifetime and Diane works diligently to implement approaches that provide both flexibility and options. She believes her role as an advisor is to monitor, communicate and update clients on their strategies to meet their changing needs.

Diane resides in Louisville Kentucky where she raised her three children Joanne, Rebekah and Jesse. She has been an active member of Southeast Christian Church since 1995.

A seeker of truth, a lover of life and family, and a servant to those in need.

Bobby started his career working for one of the largest financial institutions in the

world.It wasn’t long before Bobby became discouraged by the methods used

by these institutions to assist clients.

In 2012, he had a vision to create a truly unique financial services firm; one that

he would look for, if he were a client.Endeavoring to provide an experience

that would be quite the opposite of a Wall Street firm, Main Street Advisors was

born; a truly independent, unique and holistic firm that functions as an essential

partner in clients’ lives.With a service foundation built on client education and

the eectiveness of conservative, defensive planning and investing, Main Street

Advisors has been able to successfully guide many families and businesses to

greater success and confidence.

Bobby’s first love is family. He and his wife, Christi, have two children, Daphne

and Oliver. In his free time, he is a member of several local charitable organizations

and is an accomplished musician who has performed concerts since age 5

and still enjoys playing music at least twice a week. Bobby is creative, diligent

and caring, striving to help anyone he can.

Eric C. Marshall is a senior partner with Legacy Investment Services, Inc.

Eric provides customized financial planning strategies. He understands the personal complexity many clients feel about retirement and long-term financial planning, and he has access to a variety of tools to provide the analysis and comparison needed to help people feel confident in their decisions.  Eric strategically partners with other financial professionals who share his vision of putting the client first and bring their own expertise, adding value to a client’s overall experience. As your trusted advisor and Certified Fiduciary, Eric takes tremendous pride in aligning your portfolio with your life goals.

“My team and I are committed to continuously improving every aspect of our business. The great Zig Ziglar said ‘help enough people get what they want, and we all get what we want!’  The joy of a satisfied client, and their willingness to recommend our services to their friends, gives me personal satisfaction and motivation for continued growth in this business.”

Eric, his wife, Meg, and their two children live in Germantown Hills.

Financial Planning and Investment Services and Resources 

·        RPS-software for retirement planning simulation

·        Riskalyze – Understand your risk before you invest with a 95% probability

·        Personalized income planning – Take planning to a different dimension by applying the right level of risk to the proper investment, based on your timeline and goals

·        Analysis tools – Morningstar and portfolio engines can drive deep understanding of quality, strengths, weakness and risk adjusted returns

·        Social Security assessment to help you find the optimal time to start collecting your benefits

·        Access to individually managed accounts for customized portfolio management, with proven tax efficient strategies

·        Relationships and direct access to portfolio managers, CFA’s, CPA’s, CFP’s, trust services, wealth transfer specialists, trust attorneys

Professional Experience and Credentials

·        23-year tenure in investment, retirement income planning, life insurance, and long-term care solutions

·        Certified Financial Fiduciary - Bound to operate in good faith, care and loyalty to clients’ best interests

·        Member of National Association of Certified Financial Fiduciaries

·        Member of Financial Services Institute - A voice for the independent financial services firms and investment advisors

·        Investment Advisor Representative with Woodbury Financial Services Inc.

·        Licensed Insurance Producer - FINRA Series 6, 63, & 65

·        Long-term care training and institute

·        Member of Legacy Premier Advisors

·        Member of Strathmore’s Who’s Who in Business

430 N Main St. | East Peoria, IL 61611| (309)-699-8888

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

Diane Brewer, Registered Financial Consultant® and Certified Financial Fiduciary®, has been in the financial services industry for over 30 years. In 1995 she established her own financial advisory business, providing holistic financial planning and including all types of insurances and investments and estate planning services. 

She developed recognition and became respected for her research and reporting on “Key to Wall Street & Special Report: Women on Wall Street”, KEYT 3 TV Santa Barbara, CA, subsidiary of ABC. From these experiences and her passion, she gained a following with her Radio and TV interviews, invited to conduct many financial education workshops and served on the Advisory Board for the largest farm owner insurance provider in California. 

She has been involved in many capacities of the industry, licensed in life, health, disability, property & casualty and with vast experience; she is licensed in 6 States.

Deeply rooted in the concept of excellence and personal service while working, she always continues furthering her knowledge, achieving her business degree from Santa Barbara College and currently holds securities licenses 65 and 63 as passed Series 7, 6 exams. 

Coming from a family of nine siblings, Diane developed many survival and adventurous skills. When she isn’t working, she can be found donating her time to worthy causes, i.e. marketing and developing fund-raising events for Avon’s Breast Cancer 3-Day, Girl’s Inc., and others. With her adventurous spirit, you may find her swimming, playing piano, enjoying cooking and entertaining friends, family, and clients. 

Diane holds a Series 65 & 63 license as an Investment Advisor Representative for a Registered Investment Advisor, Virtue Capital Management, LLC (VCM) and provides investment advisory services.

VCM and Abundance Asset Management Group, Inc. (AAMG) are independent of each other. For a complete desription of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

Investement advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management,  LLC are affiliated companies. BWA and Abundance Asset Management Group, Inc. are independent of each other. Insurance Products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. 

Michael Michlitsch, CFS^®, CRPC^®

Vice President, InForce Insurance Solutions

Policy Management Company | Life Settlements Advocacy

Valmark Financial Group

130 Springside Dr. Akron, OH 44333

P 330 576 1234 ext. 3536

F 330 576 8262

mmichlitsch@valmarkfg.com

PMC@valmarkfg.com

www.valmarkfg.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Advisory Services offered through Valmark Advisers, Inc. A SEC registered investment advisor

130 Springside Drive, Akron, OH 44333 800.765.5201