Team
Combining experience with knowledge, we work as a team for our clients.
Michael W. Newton, CPWA®
Certified Private Wealth Advisor®
Mike is a Certified Private Wealth Advisor®, registered representative, and investment advisor representative. He has over 25 years of experience. Mike is also a life, health, and long term care insurance agent.
Alma Gentry
Registered Representative
Alma began working part-time with Mike when he opened the Bowling Green office in October 2000. Soon after, she welcomed the privilege to begin a new full time career. She became a licensed insurance agent and registered representative...
Read more
Kevin Taylor
Investment Advisor
Kevin was born and raised in Central Illinois. He attended Millikin University and graduated from Millikin’s Tabor School of Business with a degree in finance in 2008. After working for advisors in Kansas and Illinois, he joined...
Read more
Karen Reynolds
Investment Advisor
Karen Reynolds joined our team in June of 2016 after working at the home office of Investment Planners for 15 years. She graduated with a degree in Finance from Millikin University in 2001 and has her Series 4, 7, 24, and 66 licenses....
Read more