The desire to be a financial planner was planted in me at an early age. My parents instilled in me, while very young, the value of hard work. I started my first paper route while in elementary school, and could often be seen in the neighborhood mowing lawns or shoveling driveways. As I earned money, my parents had the foresight to include me in a meeting with their financial advisor. I was convinced to start investing a small amount of my earnings each month. This early start to investing, coupled with the fact that my mother and grandmother also shared my interest in finance, ultimately convinced me that I would eventually like to help others with their financial needs.
After graduating from Wheaton North High School, I attended Illinois Wesleyan University where I majored in business administration with a minor in risk management and financial services. I played basketball for the Titans where we were fortunate enough to make two NCAA Division III Final Four appearances, which culminated in a National Championship my senior year. After graduating from Illinois Wesleyan, I was invited to compete with an All-Star team touring in Europe. Aside from playing against several professional basketball clubs, it allowed me to interact with a diverse group of people and see a variety of different cultures. I enjoyed the trip so much that I decided to put my financial planning career on hold for a shot at playing professional basketball. What I thought was going to be a one- or two-year experience turned out to be a seven-year career that took me to the Czech Republic, Germany, France, Italy, and Portugal. Along the journey, my wife, Jenna, and I were able to live in some incredible places, develop lifelong friendships, and gain a different perspective of the world. We now reside in Normal and have three beautiful daughters, two of whom were born in Portugal.
With the ultimate goal of becoming a financial advisor in mind, I spent much of the last part of my basketball career studying to obtain my CFP designation. I became the team nerd, as I was often seen studying on the bus during our road trips! In 2004, shortly after our middle daughter, Adriana, was born in Lisbon, we moved back to the United States for good.
I started the next phase of my career with Edward Jones, the old-fashioned way, knocking on doors. Although this is an experience I would not like to relive, I am constantly reminded of the great relationships that were formed by those initial conversations. To this day, one of the things I most enjoy about my job is the friendships I have developed over the years.
In 2009, after researching multiple independent broker-dealers, I decided to join Commonwealth Financial Network® and open Crabtree Financial Services, LLC. It was the best decision I could have made. As an independent advisor, I am free to select from a wide variety of investment and insurance products in order to meet the needs of my clients. I work with an amazing staff, all of whom are focused on doing whatever it takes to help our clients.
In my spare time, I enjoy coaching soccer and basketball, playing golf, and attending my kids’ various activities.
Adam is a licensed Financial Associate assisting Bryan with portfolio construction and analysis, retirement planning strategies, investment research, insurance planning, and various other client service needs. He also assists with management of the employer-sponsored retirement planning side of the business, including working with plan sponsors through the implementation and management of their 401(k) plans, as well as providing participant education to employees.
Adam was born and raised in the Jacksonville, Illinois, area and graduated from Illinois Wesleyan University in Bloomington, Illinois. He spent the first 12 years of his working career in the commercial banking industry, primarily with Fifth Third Bank in Saint Louis, Missouri. Before moving to Crabtree Financial Services, LLC, in early 2018, he was a financial advisor with Thrivent Financial.
Adam and his wife, Christy, who is a speech-language pathologist at Children’s Hospital of Illinois, have two children, Rosalie and Oliver. Outside of work and spending time with his family, he enjoys playing golf, as well as following St. Louis Cardinals baseball and St. Louis University Billikens basketball teams.
Bryan sat next to Don Bernardi at a Kiwanis meeting in the summer of 2009 and mentioned he was in need of an office assistant for his new business. Don passed along the information to his wife, Joan, who was ready for a job change at that time and she joined Crabtree Financial Services, LLC, shortly thereafter. There was a learning curve into the financial sector coming from a career in marketing, but a great working environment and home office support made it easy. Our goal is to exceed our clients' expectations and Joan is part of the team effort that makes it happen. She job shares with Peggy, allowing her time to visit their three grown children and winter in Florida.
Peggy is retired from Caterpillar Inc. where she worked for 30 years, most recently as a Duty Drawback Compliance Analyst utilizing her background in computer programming and data analysis. She wanted to continue working after retirement and was happy to find her part-time job share position at Crabtree Financial Services, LLC. With excellent job training from Joan and home office support, Peggy was able to transition into her position as part of the team. She enjoys the meeting and working with clients, the small office environment, and the variety of work she does.
Peggy is originally from Peoria, Illinois, but has lived in a number of locations in the Midwest with her husband’s job at Caterpillar before his retirement. They moved north to Manitoba, Canada, with later stops in Nebraska, Kansas, and Texas before returning to Central Illinois. Peggy enjoys biking, sewing, reading, and spending time with family.