Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Jim joined Southport Capital in 2008 and serves as the Senior Portfolio Manager at Southport Capital. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts.
Born and raised in Chattanooga, Tennessee, Jim came to Atlanta to attend the Georgia Institute of Technology, where he played varsity football for four years and graduated in 1977 with a Bachelor of Science in Industrial Management.
The first four years of his business career was spent in the insurance industry with Moye Financial Associates. He started his Wall Street career at Merrill Lynch in 1981. Jim has had an extensive career of money management at Bear Stearns, Shearson Lehman Brothers, and Robinson-Humphrey Co., with his last nineteen years being spent at Oppenheimer & Co. Inc. in Atlanta, Georgia, before joining Southport in 2008.
Jim and his wife Terri are now empty nesters in Marietta, Georgia, having successfully raised an attorney and two USMC officers.
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.
Pam built her business by treating her clients with the same care and interest that she expects for herself, a simple idea that still makes sense in today’s complex world. Building strong, personal relationships is key. Partnering with individuals and families to build customized plans that meet their unique needs is her passion.
Before joining The Chamberlin Group, Pam worked at Edward Jones as a financial advisor. She earned her Accredited Asset Management Specialist (AAMS®) designation, from the College for Financial Planning.
She helps clients build a solid framework for making informed decisions. To do this it’s essential for her to listen & understand, then advise her clients using an established process to tailor specific solutions to them. She partners with her clients and educates them about potential investments, including benefits, risks, and tax issues.
When not in the office, she enjoys spending time with her husband, Mike, and their four kids and three grandkids. She enjoys puzzles and sewing, but her favorite pastime is boating and fly fishing with her family.
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 24 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.
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and (insert your DBA name here) are independent of each other. Certified Financial Fiduciary® (CFF) is a professional designation for financial professionals, namely those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing investment advice to potential and existing clients. The Registered Financial Consultant (RFC) designation is for persons in the field of financial planning. The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members and completes the required exam.
Since graduating from the University of Maryland with a B.S. in accounting and finance, Brian has spent over 20 years in the financial services industry. In 2016, he joined the WizdomOne Group where he co-founded WizdomFinancial LLC. Previously, Brian spent 10 years as a financial planner with Sagemark Consulting, a division of Lincoln Financial Advisors. He is a dedicated professional – committed to helping his clients achieve financial independence. A devoted father to his two children, Brian attends all of their sporting events and activities. He serves as the Vice President of the board for his homeowner’s association and in his spare time he enjoys playing soccer and tennis.
Mark is the founder and principal of Ness Insurance & Annuity, LLC. He shares full ownership with his wife Charlene.
Mark began his financial career in 1972 in Great Falls,Montana; following in the business footsteps of his father, Richard B. “Dick” Ness.
Mark and Char are leaders in the industry and well respected by clients and peers alike. Mark says that their greatest achievement in this business is that not one of his or Char’s clients has ever lost a penny.
Mark and Char have an objective to help clients eliminate as much confusion as possible in planning for their financial future. They are very diligent in helping their customers achieve long term financial objectives by utilizing insurance products.
They believe that everyone should have someone with honesty, integrity and a commitment to make things simpler and less complicated.
They believe that integrity and trust are more important than anything else in the business world.
As advisors, I feel it is important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade-long battle with cancer in the spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today, that loss serves as a source of motivation for me as I work with others.
I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order.
Born and raised in Freeport, Illinois, I’m a proud graduate of Western Illinois University’s School of Business and earned a bachelor’s degree in marketing and master’s in sports business. I’ve continued to expand my education and expertise since entering the finance industry, obtaining my Certified Financial Planner™ certification in 2015 and Certified Financial Fiduciary ® certification in 2019.
When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife, Lauren, and I live in Madison with our three daughters, Alyssa, Hannah, and Madelyn, as well as "Addy," our lovable Jack Russell terrier.
UPDATES:
In March 2016, Matt was recognized as one of the Top 4 Under 40 Advisors in the state of Wisconsin by his industry and their association, NAIFA (National Association for Insurance and Financial Advisors)
In September 2017, Matt was named the recipient of another accolade, this time Advisor Today magazine’s “Four Under Forty Award,” given annually to only four outstanding advisors across the entire United States who achieve excellence in their profession by or before the age of 40.**
In September 2019, Matt was recognized by Forbes as one of its Best-in-State Next-Generation Wealth Advisors, as well as became a featured author and contributor to its online article series, Forbes Councils. In March 2020, Matt was recognized by Madison’s InBusiness Magazine as one of it’s 20th Annual “Forty Under Forty” award winners for business professionals in the region.
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