RBGA Small Business of the Month - October 2020

Alton Securities & Asset Advisors is locally owned and managed. We provide client focused, service oriented investment services to both individuals and businesses. Our office is located in Alton, Illinois.    

Our philosophy is based on honesty and integrity, as we seek to build personal, long-term relationships with our clients. We offer no proprietary products, helping to remove potential conflicts of interest. Our recommendations are based solely on the best interests of our clients.    

The clientele of Alton Securities & Asset Advisors ranges from those just beginning to plan their financial future to seasoned investors with accumulated wealth. We also help smaller businesses to establish retirement plans, and provide their employees with retirement planning advice.    

RBGA Small Business of the Month - October 2022

Altonized Community Federal Credit Union strives to deliver the best service possible to our most important asset – our members. The credit union was started to serve Owens-Illinois in Alton along with immediate family members and any businesses they owned. Over the past 75 years, the field of membership has grown and will hopefully continue to do so in the future.  On April 9, 2003, the credit union was granted a Community Charter to serve all of Madison County, Illinois. On September 7, 2017, the credit union was granted a community charter to serve all of Macoupin County, Illinois.    

Eligibility Requirements are:  

• Anyone living, working, worshipping or attending school in Madison and Macoupin County      
• Any business or legal entity in Madison and Macoupin County      
• Anyone who volunteers in Madison and Macoupin County      
• Immediate family and household of current members      
• Any organization of family and household      

For more information about becoming a member, please contact the credit union at 618-466-3884.      

Fee-based financial planning and investment advisory services through Genesis Wealth Management Group, LLC, a Registered Investment Advisor in the State of Illinois. Investing involves risk, including loss of principal. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance Products and Services when applicable are offered through Genesis Financial Group, Inc

RBGA Small Business of the Month - December 2023

RBGA Small Business of the Month - September 2018

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you. After gaining a thorough understanding of each client's investment objectives, background and family situation, I build a customized strategy to help my clients meet their financial goals.

I began my financial career in 2004 with Edward Jones. While working for the firm, I earned my master's degree in accounting from Southern Illinois University at Edwardsville. This has served me well as a financial advisor, helping individuals and families in Wood River and surrounding area grow and protect their hard-earned wealth.

I am a proud member of the Wood River community where I serve on our local Rotary Club and as a board member of Operation Blessing. Our branch team also supports the annual Walk to End Alzheimer's, a cause that is close to our hearts. Outside of the office, I am a big fan of our local professional baseball team. Go Cardinals!

My Branch Office Administrator, Amy Martin, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Working together, we have built meaningful relationships with community members, while helping them stay on track toward their goals.

If you value a personal relationship and professional guidance, it would be my pleasure to meet with you and help you create a financial strategy that you can not only understand, but also get excited about.

Contact our team today at (618) 258-8424 to get started!