Ashley Heuerman serves as a Retirement Plan Participant Advisor for First Mid Wealth Management. In her role, she works alongside plan participants to help them gain a better understanding of how their employer’s retirement plan works for them, ensuring they effectively use their retirement plans to meet their financial goals.
Ashley ...
John Merwin serves as a Retirement Services Business Development Officer for First Mid Wealth Management. John plays a key role in onboarding new clients, guiding employers through the process of designing and implementing tailored retirement plans that align with their unique business needs. His consultative approach ensures companies maximize the ...
A Raymond James Financial Advisor with decades of experience, David offers a wide range of services, from financial planning and wealth building to retirement and college planning. Before designing a financial strategy, David always takes the time to assess his clients’ financial goals and their tolerance for risk. Once he ...
Buying a home is one of the largest financial transactions you will ever make. To ensure the process is easy and enjoyable, Kelly Pospischil will guide you along the road to owning a new home. Whether you are looking to purchase your first home, or are upgrading, downsizing, or refinancing ...
Leading the Mortgage Division in the northern Illinois and southern Wisconsin area is Tammy Zurfluh, an expert with more than two decades of industry know-how. Prior to taking on a management role, Tammy was consistently the Region’s top mortgage executive with an extensive base of both new and returning clients, ...
The Belvidere banking center is situated near the intersection of State Street/Route 76 and Henry Luckow Lane. You can depend on our expert bankers for assistance with personal checking options, investment services, personal and home loans, treasury management services, and business banking and commercial deposit services.
Also at this location: Drive ...
Jill Worman works directly with clients looking for guidance and information on investment and brokerage services offered through Raymond James Financial Services, Inc. She also has extensive experience with employer sponsored retirement plans.
Prior to joining First Mid, Jill worked at Patterson Technology Center in Effingham. Jill obtained a Bachelor of ...
