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Sharon A

CFP®

Champaign, IL

Sterling Wealth Management, Inc.

Sharon Allen is a Certified Financial Planner® with 22 years of experience at Sterling Wealth Management, Inc. in Champaign, IL, where she has worked since 2004. She serves as a board member of the University of Illinois Employees Credit Union and lectures within the Certified Financial Planning curriculum at the University of Illinois, Urbana. Additionally, she participates in several community and professional organizations related to financial planning and nonprofit governance. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, and business entities through Wealth Management and Asset Management programs. The firm employs an evidence-based investment approach focused on long-term, globally diversified asset allocation using mutual funds and ETFs, and offers both discretionary account management and non-discretionary financial consulting.

Wealth management
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Jenna W

CFP®

Champaign, IL

Sterling Wealth Management, Inc.

Jenna Woods is a CFP® professional with three years of experience at Sterling Wealth Management, Inc. in Champaign, IL. Prior to her career in financial advising, she worked at Style & Grace Salon & Day Spa and Stephens Family YMCA. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based investment philosophy focused on long-term, globally diversified asset allocation and cost minimization, offering services through Wealth Management and Asset Management programs.

Wealth management
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Daly A

CFP®, CFA®, Series 66

Champaign, IL

Sterling Wealth Management, Inc.

Daly Andersson is a CFP® and CFA® with 16 years of experience in financial advising. He is currently a Wealth Advisor at Sterling Wealth Management, Inc. and has previously worked at Sanctuary Advisors, Busey Bank, and Raymond James Financial Services. Andersson contributes to the University of Illinois as an independent contractor helping to develop and teach a course focused on financial planning issues affecting women. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based, fundamentally informed investment approach emphasizing long-term, globally diversified asset allocation and cost minimization through mutual funds and ETFs.

Wealth management
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Kane W

Series 65

Champaign, IL

Sterling Wealth Management, Inc.

Kane Walag is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sterling, he held positions at Icon Hospitality, the University of Illinois, and Jackson Hewitt Tax Service. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs an evidence-based, globally diversified investment approach focused on long-term asset allocation and cost minimization.

Wealth management
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Seth E

CFP®, Series 65

Champaign, IL

Sterling Wealth Management, Inc.

Seth Elam is a CFP® professional with 6 years of industry experience, currently serving as an advisor at Sterling Wealth Management, Inc. in Champaign, IL. He joined Sterling Wealth Management in 2018 after working for Busey Wealth Management from 2016 to 2018. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and certain qualified retirement plans. The firm offers Wealth Management and Asset Management programs focused on long-term, globally diversified, evidence-based investment strategies using mutual funds and ETFs.

Wealth management
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Raymon B

CFP®, Series 63, Series 65

Champaign, IL

Sterling Wealth Management, Inc.

Raymon Brown is a CFP® with 25 years of industry experience, currently serving at Sterling Wealth Management, Inc. since 2012. He also maintains a longstanding role at Erwin Martinkus & Cole, Ltd., an attorney at law and estate planning firm where he is a director and shareholder. Sterling Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, business entities, and certain qualified retirement plans. The firm employs an evidence-based, globally diversified investment approach, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary financial consulting.

Wealth management
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Pablo J

Series 65

Champaign, IL

Sterling Wealth Management, Inc.

Pablo Jimenez Zamora is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Sterling Wealth Management, he worked at the University of Illinois at Urbana Champaign, University of Illinois Community Credit Union, and Busey Bank. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.

Wealth management
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