Peter C Kates

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Philip Cooper is a financial advisor with 23 years of industry experience, currently affiliated with 210 Financial, a team-based firm. He holds Series 63 and Series 65 credentials. His prior experience includes roles at AE Wealth Management, LLC, Creative Financial Designs, INC, CFD Investments, Inc., and Kingdom Purposes Inc. Outside of advisory work, he is involved in insurance sales and owns a real estate business. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm utilizes model-driven portfolio management with a focus on goals-based household strategies and incorporates a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, annuities, and donor-advised funds.

Kendall Stahl is a Series 65 licensed advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He previously worked at AE Wealth Management and Kingdom Purposes. Outside of financial advising, he is the owner and operator of Stahl Farms, a farming business in Brimfield, Illinois. 210 Financial is a team-based firm serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management using a variety of investment vehicles and often integrates third-party model managers to implement client strategies.

Jesse Psinas is a financial advisor at 210 Financial in Morton, IL, holding a Series 65 credential with four years of industry experience. His prior roles include positions in auto finance and insurance sales at Premier Dealer Services and several auto dealerships. Outside of advising, he is involved in insurance sales and services through 210 Financial and works as a sub-agent handling extended warranty and maintenance claims in the auto industry. 210 Financial serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting through model-driven portfolio management and third-party sub-advisers. The firm incorporates insurance products and donor-advised funds into client strategies and publicly utilizes endorsements and educational seminars.

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Lawson Leahr is a financial advisor with 210 Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining 210 Wealth Management, he worked at Northwestern Mutual in various roles from 2023 to 2024 and has experience outside finance, including six years at Bowe Machine Co. He is the sole owner of Attis, LLC, a personal training and coaching business focused on athletic fitness and sports performance. 210 Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm uses model-driven portfolio management with third-party sub-advisers and integrates insurance and donor-advised fund solutions into client strategies.