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Team

At Level Four® Wealth Management, you will value the team concept we have developed in our office.  We all operate with the common goal of providing our clients with high quality advice with an exceptional level of service.  We would like to take this opportunity to introduce you to our valuable team members.

 

As a Wealth Advisor with Level Four® Wealth Management, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. He has been active in the Financial Services industry for the past...

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Bridget Schneider is a CERTIFIED FINANCIAL PLANNER™ Professional focusing on retirement planning. She also has several years of experience advising small business owners regarding their retirement plans. In addition to her focus...

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Active in the investment management business for 27 years, Dana prides himself on doing what is right for clients. His focus has always been helping clients plan and save for their retirement. Dana has owned an accounting services...

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Heather Martin

Client Service Associate

217.605.8130

217.666.4188

Heather is a Client Service Associate with Level Four® Wealth Management. After graduating from Eastern Illinois University in 2008, she gained experience in various types of financial services businesses. Since joining this firm,...

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Sonja Tillman

Client Service Associate

217.605.8130

217.666.4188

As a Client Service Associate, Sonja works with the entire Level Four® Wealth Management team to ensure the office runs smoothly. Her responsibilities include scheduling client appointments and coordinating special events. Prior to...

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