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...
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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 the...
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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....
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