Jeremy Colombik, CPA | Financial Specialist
Jeremy Colombik is an experienced, licensed financial professional. His accomplishments include being named as a Top of the Table member for his 2008 through 2014 life insurance sales as well as a Financial Specialist for executives and business owners. Having a Top of the Table membership is the highest designation that a life insurance producer can obtain.Founder & CEO
Jeremy is a graduate of Western Illinois University, having obtained a Bachelor of Business degree with a major in Finance. Jeremy is a licensed CPA and a member of the American Institute of Certified Public Accounts and the Illinois CPA Society. He has licenses in life, health, disability, and long term care. Additionally, he has obtained both Series 6 and 63 licenses.
For over ten years, Jeremy has been providing innovative strategies to business owners and executives to assist with their retirement and personal insurance needs. Service and a clear understanding of the client’s investment objectives to help them achieve their goals has always been Jeremy’s motto.
Let me help you reach your business and personal goals with innovative and creative strategies that are customized just for you!
Ann Colombik | Vice President
Ann Colombik graduated from Roosevelt University with a major in Political Science. She has over fifteen years of experience in the client service industry. Ann is extremely polished and professional and knows exactly what needs to be done to keep clients happy. She has a vast amount of knowledge and resources and utilizes both to the fullest extent – resulting in return business and new clientele.
Jay Mabry | Financial Specialist
Jay Mabry is a seasoned, financial professional, experienced in consulting with business owners and their families. With a core value that it is more important to teach and understand than sell, Jay chose to attend Southern Illinois University at Carbondale where his emphasis was Communication and Psychology. Since 1998, he has pressed forward with a financial education obtaining Series 7 and 66 investment licenses. Jay is a Financial Planner. And, in order to better meet the defensive needs of his clients, Jay holds property, casualty, life, health, disability, long term care, variable insurance and annuity licenses.
Having lived through the family hardships that result from a loss of income due to injury, Jay understands the need for defensive planning, first hand. His experience has brought discussions of defensive strategies to the forefront of Jay’s portfolio development process.
Believing that retirement strategies are only as good as the planning that goes into them, Jay to offers client service that is second to none.
“Giving investment ideas is easy. Designing real financial strategies to help meet the needs of a family or business, that’s both exciting and fulfilling.”