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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James P. Casement, CPA/PFS, CFPTM, CFS, JD


After graduating from NIU in 1984, Jim started his career as a CPA for a local accounting firm for a year before taking a job as an assistant controller for a local wholesale insurance company. In September of 1986, Jim decided to form...

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Erica Tasso

Executive Assistant