Every plan starts with the person it belongs to.
We try our best to know all clients on a personal level so that the plan we develop with you fits your life and goals.
We built this practice to help answer one question.
Patrick Rowland and Jacob Sullivan joined up in 2012 with a common desire to help clients meet their goals through building relationships, listening, and working with them to develop plans. The team has evolved to meet the needs of their clients by adding additional team members and joining up with the Macomb, IL office in 2022. This was a natural fit as the group in that office maintains the same family atmosphere and client-first planning mentality.
Three things you can count on.
Stories before statements.
First meetings start with your family, your goals, and what the money is for. The planning follows from that, in that order.
A whole team for you.
Shared knowledge of every situation, no meeting handled alone, and no waiting on whoever happens to know your file.
Numbers in plain language.
You see the numbers on paper, in plain language, whenever we meet together. If something in the plan needs to change, you should hear it from us first.
Five organizations, four forms of involvement
5
4
2
Citizens Against Domestic Violence
Crisis support
A seat on the board
Macomb Centennial Morning Rotary
Service club
A Past President of the club
Youth sports
Youth athletics
Coaching baseball, football, basketball
Macomb Area Chamber of Commerce
Local business
Serving as a Chamber Ambassador
Jamieson Community Center
Community space
Backed by the team and their families
The institutions behind your accounts are ones you already know.
Our practice is independent and affiliated with &Partners, a dually registered broker-dealer and investment adviser. Your accounts are held at National Financial Services LLC (NFS)*, a Fidelity company. Who does what, in plain terms, is laid out on our Affiliations page.
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.
