Let's put your plans in motion
At Water Street Financial Group, we’re more than financial advisors, we’re a team built on service, trust, and real-life experience. Alex brings over a decade of leadership and relationship-building, shaped by years of guiding people and partnering with her father in the business. Josh adds the discipline and dedication of military service, the heart of a teacher, and the leadership of a police supervisor. Together, we’ve united our diverse paths to create a team that sees beyond numbers and focuses on what truly matters: your goals, your dreams, and your peace of mind.
What makes us different is how we work, collaboratively, personally, and with a deep commitment to walking alongside you in every season of life. We’ve helped families retire with confidence, business owners build lasting legacies, and individuals find clarity in uncertain times. Our clients don’t just get one advisor; they get the strength of a team that cares, listens, and celebrates milestones with them.
When you choose Water Street Financial Group, you’re not just choosing financial guidance, you’re choosing partners who live to serve, who bring unique perspectives, and who make your success their mission. That’s why people don’t just meet with us, they stay with us.
Tips to help find our office:
Our entrance is actually on Water Street, which is the last Street before the river and runs directly behind the new museum and Caterpillar Exhibit. There is a large parking lot where Water Street ends at State Street. This is near the post office by the river and where Kelleher's Irish Pub is located. Park in the lot. When you face away from the river you will see four old warehouse buildings with an iron arch over a brick sidewalk going up between the buildings. At the end of the sidewalk there is a green door on the right. Inside is an elevator, my office is on the second floor two lefts out of the elevator.
If you know where Kelleher's is just park across the street from there.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Peoria Office
- Phone:
- 309-439-9169
- Fax:
- 309-966-2224