Jared has worked in the financial industry for over 15 years with a focus on investment management and client service. He received his bachelor’s degree in finance from Creighton University in Omaha, NE. During his time at Creighton, he received a golf scholarship where he played four years on the university’s Division I men’s golf team. Jared began his career with JP Morgan's Private Wealth Management group in Chicago, IL. His role at JP Morgan included building personalized investment portfolios for affluent clientele. He then joined Harris Private Bank. In 2011, Jared left Chicago to join LPL Financial in Dwight, IL. In January 2014, he made the move from Dwight to Morton to join Alltrust Financial Management and to be closer to family.

Jared was born and raised in Holdrege, Nebraska, a town similar in size to Morton. He is married to Bridget who was raised in Bloomington, IL where they currently reside. They have three children, Levi, Wynne, and Rocky. Community service and involvement in their local church have always been very important to them and play a crucial role in their family life.

Lisa is a 40+ year resident of Morton and considers herself a true “Mortonite.” She worked in the trucking industry for nearly 20 years but after a company merger, she turned to financial services in 2004. She is certified to handle a complete line of investment strategies to address our clients’ needs. Her strong ethical and moral standards complement our business and strengthen our relationships. Lisa loves serving with women, whether still working, in retirement, single, widowed or divorced. Lisa is married to Kevin who was born and raised in Morton and is retired. Her daughter Melissa and Mike live in Portland, Oregon. Her son and daughter-in-law, Adam and Kelli, live in Morton and have Lisa’s two granddaughters, Sophia and Selah. Lisa finds great joy in being a grandma, is very active in her church, loves to golf and be outdoors as well as travel to warm winter vacation spots! She serves as a board member and Project Selection Chairwoman for Rebuilding Together-Peoria and is a member of the Board of Directors for the Morton Chamber of Commerce. Lisa is a true believer in volunteerism and loves helping where needed.

Zach became certified as an Investment Advisor to build relationships with clients, help them navigate life changing decisions, and make an impact in their communities for generations. He has past work experience as a firefighter, safety instructor, and insurance agent. The common thread being his desire to help people. He received his bachelor’s in Business Management from Judson University where he was a scholar athlete and voted “Mr. Eagle” by the student body.

Zach was born and raised in Normal, IL where he grew up rooting for the Cubbies and watching Jordan win! He now enjoys the chaos of raising four kids with his beautiful wife Ashley of 14 years. Zach actively serves the youth at his church and loves coaching his kid’s athletics. In his spare time, he likes to date his wife, start projects around the house, and write children’s books.