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Samantha M

Series 66

Batavia, IL

Masus Financial Group, Ltd.

Samantha Meyer is a financial advisor at Masus Financial Group, Ltd. with a Series 66 designation and five years of experience at the firm. Prior to her advisory role, she worked at LPL Financial LLC and held various positions including at The Treehouse Ski School and The Burger Local. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, utilizing a long-term investment approach combined with multiple analytical techniques to manage diversified portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Mary K

Series 63, Series 66

Batavia, IL

Masus Financial Group, Ltd.

Mary Kilberg is a financial advisor with Masus Financial Group, Ltd. in Batavia, IL, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Masus Financial Group and affiliated with LPL Financial since 2005. In addition to her advisory role, she is a commissioned notary public. Masus Financial Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and comprehensive financial planning. The firm employs a long-term, portfolio-driven investment approach using diversified mutual funds, individual equities, independent managers, and REITs, and sponsors a wrap fee program that bundles transaction costs into its asset-based advisory fee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Todd M

CFP®, Series 63, Series 65

Batavia, IL

Masus Financial Group, Ltd.

Todd Masus is a Certified Financial Planner® with 27 years of experience in the financial services industry. He has been with Masus Financial Group, Ltd. since 2015 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Masus holds Series 63 and Series 65 licenses and serves clients from Batavia, Illinois. In addition to his advisory role, he acts as a notary for his clients at no charge. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment process incorporating fundamental, technical, cyclical, behavioral, and charting analysis, and offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement plan advisory.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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