Wealth Consultant and Client Service
Cari joined our operation in 2003, right after college graduation. In addition to being a Wealth Consultant, she acts as the Client Service Account Associate. She enjoys helping our clients and building relationships with them.
Cari grew up in Fulton and graduated from Fulton High School. Cari and her husband Dan married in 2005 and have a daughter, Averi, and a son, Luke. Aside from spending time being a mother and wife, Cari enjoys serving in the nursery at her church and spending time with family and friends.
You may email Cari at firstname.lastname@example.org
Client Service Associate
Liza joined our office in March 2015 as our Client Service Associate and enjoys helping people. Liza and her husband Steve reside in Fulton, IL along with their two sons, Reed & Max. She graduated from Abingdon, IL High School and went on to receive her Bachelor’s in Family and Consumer Sciences from Illinois State University in Normal, IL. In addition to being an on the go mom, Liza is active in the community and the Fulton Elementary School PTO. She enjoys spending time with family and friends, going to her sons’ sporting events, camping, scrapbooking, and reading.
You may email Liza at email@example.com
Brook joined First Wealth Financial Group in January 2014. She graduated from Jenison High School in Jenison, Michigan in 2001. Brook, her husband Shane (married in 2003), and their three children, Jersey, Jobe and Jasper moved to Fulton in 2010.
Brook’s primary goal is to know the client’s needs and to be proactive in assisting them. She also enjoys the relationships she is blessed to have with our clients as well as with her co-workers. In her free time Brook enjoys attending her children’s sporting events, going on dates with her husband, and staying active with any physical activity with her family.
You may email Brook at firstname.lastname@example.org
CFO and Compliance Assistant
Vickie has been involved with First Wealth Financial Group since the inception in 1987. Vickie assist clients with their online account information and ensuring that they understand all the benefits of the tools at their fingertips. Vickie is a graduate of Savanna High School and Highland Community College in Freeport, Illinois. As a native of Illinois, she is an avid “Illini fan in a sea of Hawkeyes”.
Vickie has been married to Breton Williams since 1986 and they have two sons, Bradley, who is married to Brianne and resides in West Des Moines and Bryce, who recently graduated from UNI and also lives in West Des Moines.
You may email Vickie at email@example.com
Teddy Gordon has been at First Wealth Financial Group since September 2014. She is a recent graduate of Ashford University and received Bachelor’s degree in Accounting and Business Administration.
Teddy enjoys working with clients and co-workers to work toward the goals of our clients and business as a whole. In her free time, Teddy enjoys spending time with her husband, Paul Gordon, and son Liam. Spending time with family is the most important thing to Teddy.
You may email Teddy at firstname.lastname@example.org
Lisa joined our office in November of 2015 as our Case Prep Manager and enjoys preparing all files for client meetings. Lisa and her husband Adam live in Comanche, with their 2 children, son Jason, and daughter Hadley. She graduated from Clinton Community College with an Associate’s Degree in Administrative and Office Support. When not at work, Lisa enjoys spending time with her family, baking, reading, and activities on the Mississippi River.
You may email Lisa at email@example.com