About East-Central Illinois Group
When you work with the East-Central Illinois Group, you will have a team of professionals focusing on what is important to you.
Our practice includes:
- A team approach with advice and planning based on your values and goals
- Core values of faith, making a difference, and clear communication
- A spectrum of expertise and solutions, including family and income protection, retirement accumulation and income strategies, small business benefits, wealth management, extended care strategies, planning for loved ones with special needs, and estate and legacy planning.*
We've created a process that allows you to determine if we would be a good fit.
Step 1 – Get to Know You - You do not need to bring anything to our first meeting – the goal of this meeting is to ensure we understand your financial goals and concerns, and you understand who we are and how we work with our clients. This is conducted either Zoom call or in-person at our Champaign office
Step 2 – Fact Finding Meeting – Our goal is to understand your financial position today. We would never want to give recommendations, unless we know where you are starting from. To help with this, we will provide you a checklist of documents to bring with you to be efficient of your time
Step 3 – Analysis – This is where being part of the East Central Illinois Group starts to really set us apart. With our team we review and dive deep into the information to answer some important questions
- Is your retirement on track?
- How should your portfolio be managed as you near retirement?
- Have you addressed tax treatment of your assets?
- How to handle pensions and when to start Social Security?
- How much can you safely withdraw monthly?
- What things can throw off the plan and can we protect against any of them?
Step 4 – Evaluation Meeting –During this meeting, we will review the solutions we have for the questions listed above and we will lay out a path forward to allow you to decide how our relationship looks moving forward. We find that meeting at least annually to review after we go through the initial process is as important as the process we start with, so we plan to see you at least once a year to stay current with you
*“Thrivent and its financial professionals do not provide legal, accounting, or tax advice”
Meet Our Team
ChFC®, CLU®, CASL®, ChSNC®
Whether you are just starting out or are preparing for retirement, Dean can help you identify the financial opportunities to help you reach your goals with confidence. He has been a part of Thrivent since 2004. He is passionate about helping each person he meets with identifying and reaching their financial goals. His expertise includes extended care planning, special needs planning and estate strategies.
Dean and his wife, Pam, live in Fithian, IL and are active members at Immanuell Lutheran in Danville, IL. He enjoys spending time with his family, golf, baseball, hockey, Civil War history and travel.
- State(s) Licensed
- AR Insurance Lic. #8338720 , AZ , FL , GA , IA , IL , IN , KS , KY , MI , MO , NE , PA , SC , TN , TX , VA , WI
CFP®, RICP®, BFA™
I specialize in investment planning and retirement preparedness. I enjoy asking thought-provoking questions regarding money, generosity, and legacy goals. My core function is to help you cut through the clutter and connect the dots between your current reality and your preferred future. Along this journey, we identify which pieces of your own financial puzzle are missing, ignored, unnecessary, or not even aligned with your goals.
As a lifetime learner, I truly enjoy hearing the sage advice and life lessons from my more experienced clients and then sharing that wisdom (along with encouragement ) with my younger clients. Despite an ever-changing world, the principals of biblically wise financial counsel stands firm.
I have always enjoyed investments and planning, and anyone who knows me also knows that I love spreadsheets! These interests brought me to this career in early 2007. As a Christian, there is no better place than Thrivent to allow me to express my faith and talents while helping others connect their faith and finances for good.
I enjoy spending time with my wife (Tracie) and two children (Andrew and Ellie), travel, movies, football, hunting, and hobby farming. I attend Friendship Lutheran Church of Joy in Champaign. My favorite quote is "Until you figure out the destination, any path will do" (Michael Hyatt). My favorite verse is Jeremiah 29:11.
- State(s) Licensed
- AZ , CO , FL , IA , IL , IN , MI , MN , MO , ND , NE , OH , PA , TN , TX , VA , WA , WI
RICP®, CLTC®, BFA™, CEPA
- State(s) Licensed
- FL , IL , IN
As your Thrivent financial professional, I can help you build a holistic financial strategy relative to your life and your priorities so you can have that sense of reassurance. Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you.
As a teacher-turned-financial professional, I am passionate about continuing to grow personal relationships within the community that I am blessed to have been a part of for the last 30 years. Outside of working with the East-Central Illinois Group here in Champaign, I love spending time with my husband, Erik, and our five beautiful girls: Bri, Becca, Cara, Colleen, and Alexis. I also enjoy exploring the national parks system, watching sports, and dabbling in assorted DYI crafts: upcycling, stamping, and decorating. As a long-time member of Holy Cross Church, I am blessed to serve my community by walking alongside my clients to help them live purposeful and generous lives.
- State(s) Licensed
- IL , IN
Dawn is our office manager. She may be the first person you hear when you call our office. She has worked with the East-Central Illinois Group since 2009. Dawn and her husband, Stuart, live in Rantoul and are members of St. Paul's Lutheran Church in Gifford, IL. They have three boys. They enjoy spending time as a family going to movies, plays, playing cards, day trips and hanging out with friends.
Office Professional - Office Manager
Insurance Office Professional