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Andrew H

Series 65

Olivette, MO

Virtus Financial Group

Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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Kerri E

Series 65

Bloomington, IL

Virtus Financial Group

Kerri Elson is a financial advisor at Virtus Financial Group with one year of industry experience and holds a Series 65 designation. Her prior work includes roles at State Farm and John Deere, as well as academic positions associated with the University of Illinois at Urbana-Champaign. She volunteers with Special Opportunities Available in Recreation, supporting recreational activities for individuals with special needs, and leads a young adult women's small group at St. Patrick Church of Merna. Virtus Financial Group advises individuals, families, trusts, and estates through fee-based investment management and financial planning. The firm primarily employs a non-discretionary investment model, emphasizing client involvement and integrating affiliated tax and planning services with CPA leadership.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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Tyler W

Series 65

Bloomington, IL

Virtus Financial Group

Tyler Wrezinski is a financial advisor with Virtus Financial Group in Bloomington, IL, holding a Series 65 credential and four years of industry experience. He has operated Wrezinski Advisory Services since 2014 and has been with ChangePath, LLC since 2021. Outside of his advisory work, Wrezinski serves as director of the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management, financial planning, and coordinated tax and insurance services. The firm primarily manages client assets on a non-discretionary basis using mutual funds, ETFs, and limited individual securities through third-party platforms, emphasizing client involvement and integrated tax planning through affiliated CPA services.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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Josie F

Series 65

Bloomington, IL

Virtus Financial Group

Josie Fischer is a financial advisor at Virtus Financial Group with a Series 65 designation and four years of industry experience. She has worked at Virtus Wealth Management since 2022 and has prior experience at Bloomington Country Club, Luhr Bros, Inc., and Illinois State University. Fischer is also a licensed insurance professional. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and coordinated tax and insurance services. The firm is notable for managing most client assets on a non-discretionary basis and integrating tax planning through CPA leadership alongside its investment services.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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Gregory F

Series 65

Bloomington, IL

Virtus Financial Group

Gregory Fahrenkrug is a financial advisor at Virtus Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at BPA Troxell Benefits, Brick Technology Group, and operated G F Computing LLC. Fahrenkrug is also a licensed insurance professional under the DBA Wrezinski Advisory Group. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and financial planning. The firm manages client assets primarily on a non-discretionary basis and integrates affiliated tax and planning services through a CPA on its leadership team.

General retirement planning Income planning Tax strategies for small businesses Wealth management
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