Mark Wolter

President

Financial Advisor


Mark Wolter is a seasoned professional with over 30 years of dedicated service in the financial services industry. Armed with a degree in accounting from Eastern Illinois University, Mark’s expertise spans a wide array of financial domains, from investment management to risk assessment. Throughout his illustrious career, he has consistently demonstrated an unwavering commitment to excellence and integrity in all his endeavors.

Outside the office, Mark is deeply engaged in community initiatives, notably serving on the board for the Special Olympics Golf Outing. His passion for making a difference extends beyond finance, as he actively contributes to the betterment of society.

Family lies at the heart of Mark’s life. He is happily married to his wife, Colleen, for over 30 years and together they have raised four remarkable children. Mark’s dedication to his family mirrors his professional ethos – one of steadfast support, nurturing, and unwavering commitment.

When he’s not crunching numbers or advocating for causes close to his heart, Mark enjoys pursuing his hobbies, which include maintaining a fit and healthy lifestyle, indulging in enriching reads, and exploring the world through travel. These interests not only provide him with a well-rounded perspective but also fuel his creativity and passion for life.

Above all, Mark is driven by a relentless pursuit of customer satisfaction. Whether in the financial realm or within his personal life, he prioritizes understanding and meeting the needs of others, fostering strong relationships built on trust and mutual respect. With his wealth of experience, genuine dedication, and compassionate approach, Mark Wolter continues to be a beacon of excellence in both his professional and personal spheres.

Jackie Bramel

Financial Advisor


As a trusted financial advisor within our firm, Jackie embodies our core values of integrity, trust, and client-centric service. With a steadfast commitment to ethical practices, she ensures that every client interaction is guided by honesty, transparency, and respect.

Drawing inspiration from her mentor, Mark Wolter, Jackie is driven by a relentless pursuit of excellence and an unwavering commitment to client satisfaction. Learning from his decades of experience in the financial industry, she takes the time to truly understand her clients' unique financial situations, goals, and concerns, empowering them with the knowledge and tools they need to make informed decisions.

By providing personalized guidance and tailored strategies, Jackie strives to not only help her clients achieve their immediate financial objectives but also to support them in realizing their long-term aspirations. Her dedication to their success is unwavering, and she works tirelessly to ensure that each client feels empowered and confident in their financial journey.

Beyond her professional endeavors, Jackie is on the board of the Special Olympics Golf Outing, actively contributing to its mission. She finds fulfillment in giving back to the community and supporting such meaningful causes. Alongside her husband and two teenagers, she embraces life's adventures outside the office, whether it's water skiing on the Fox River during the summer months or hitting the gym to strive for health and wellness goals.