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 50+ year resident of Morton and considers herself a true “Mortonite.” She begin her financial services career in 2004. Her strong ethical and moral standards compliment our business strategy and strengthen our business relationships. She loves working with women, whether still working, already in retirement, single, widowed or divorced.

Lisa is married to Kevin who was born and raised in Morton, fourth generation!! Their daughter, Melissa and son-in law Mike, live in Portland, OR. Her son and daughter-in-law Kelli live in Morton and are raising Lisa’s 2 granddaughters, Sophia and Selah. Lisa finds great joy in being a grandma, is active in her church, loves to golf and be outdoors as well as travel to Southern Illinois to their cottage on the lake or to warm winter vacation spots. She serves as a board member and Project Selection Chairwoman for Rebuilding Together-Peoria. Lisa was also been involved in the Morton Chamber of Commerce as an Ambassador, board member, and co- chaired with Kevin, at the Morton Pumpkin Festival as the “Griller chairs” for 11 years. Lisa is a true believer in volunteerism and loves helping where needed.

Zach became an Investment Advisor to build relationships with clients, help them navigate life changing decisions, and make an impact in their communities for generations. He enjoys researching the history of our monetary system, us policy decisions, and making sense of the ever changing global economy. In another life he was a Firefighter and Professional Athlete. He received his bachelor’s in Business Management with a focus in Economics 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 loves being a father to four awesome kids and husband to his beautiful wife Ashley of 18+ years. You can find him often on a baseball field coaching the junior high and high school program or serving the youth at his church. In his spare time he likes dating his wife, starting projects around the house, and writing children’s books.