Jason McPeak, CFP®, ChFC®, LUTCF®
Assistant Vice President, Wealth Advisor
Jason McPeak, Assistant Vice President, and Wealth Advisor began his Insurance, Financial Services and Financial Planning career in 2000. Jason collaborates with clients to provide them with a comprehensive wealth management strategy which includes managed investment accounts, trust administration, retirement, and estate planning.
Jason earned his bachelor’s degree along with industry leading financial education credentials. He obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2019, became a Chartered Financial Consultant®(ChFC®) and Life Underwriting Training Counsel Fellow® (LUTCF®) in 2012.
Jason has supported insurance and financial services industry education since 2007 serving as a leader on the Central Illinois Chapter, Society of Financial Services Professionals board of directors, currently serving as President. In 2021, he serves as a Financial Services Certified Professional® moderator with the American College of Financial Services.
Jason resides in Normal, Illinois with his wife, son, and daughter. The McPeak clan enjoys spending time with friends and family, cheering their son’s travel soccer and their daughter’s dance performance teams.