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About Us

Who We Are 
creating lasting connections

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our ultimate goal in our work together is to provide you a stable base of investment choices that will lead to your confidence when it comes to your financial life.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

About Us 
Creating Lasting Connections

Marilyn Seagraves

Marilyn Seagraves, CFP®

Managing Partner & LPL Financial Advisor

630-280-2400 x 141

John Seagraves

John Seagraves, CFP®

Managing Partner & LPL Financial Advisor

630-280-2400 x 143

Allison Spiaser-Pineda

Allison Spiaser-Pineda

Practice Operations Manager

630-280-2400 x 140

Jim Seagraves

Jim Seagraves, CMFC®

LPL Financial Advisor

630-280-2400 x 142

Kiara Aldana

Kiara Aldana

LPL Investment Advisor Representative

630-280-2400

Bryce Jones

Bryce Jones

630-280-2400

Heidi Hall

Heidi Hall

Virtual Administrator

Michelle Seagraves

Michelle Seagraves

Marketing Director

Let's Get Started 
Schedule a meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation