Bill has been in the financial planning, wealth and tax advisory business for over 25 years. Bill earned A Bachelors Of Science Degree in Accountancy from Western Illinois University in 1980. He has earned many industry designations including: Certified Public Accountant, Certified Financial Planner, and holds FINRA Series 7, 24 & 66 licenses. He also holds a Life, Heath and Annuity licenses in the state of Illinois and various other states.

For the past 25 years, Mr. Peterman has been helping individuals, high net worth and business's in areas of financial planning, investment planning and tax planning. In addition he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning, keynote conference presentations and has been written up in the Wall Street Journal.

Through his weekly Money Talk Radio program, he has interviewed the likes of Ed Slott, Dave Ramsey, and Clark Howard.

Nathan joined Peterman Financial Group, Inc. in 2012 with the desire to work in partnership with a team that shares his passion to help others reach their financial goals. Nathan specializes in helping individuals, families, and businesses make intelligent, lasting financial decisions intended on helping them outlive their goals, rather than their money, and to create their own desired financial legacy.

Nathan is one of ten Financial Advisors at our Broker Dealer, Money Concepts, to be selected for a groundbreaking group of top Advisors dedicated to Advanced Planning strategies called Money Concepts Advanced Planning Unit (MCAP). In this capacity, Nathan helps teach other Financial Professionals, Clients, and Prospects about the more complex financial topics, such as Trust Planning, Business Succession and Retirement Planning, Estate Planning, High Net Worth Strategies,  and Insurance Strategies, amongst other things.

• Apex Award Recipient, the highest individual production award given at Money Concepts.
• One of ten Advisors selected for Money Concepts Advanced Planning unit, MCAP. 
• Named to Springfield Business Journal's 'Forty Under 40' in 2022.
• Article contributor to the IARFC Magazine, 'The Register'.
• Co-Host of the 'Money Talk' show, a local, educational radio program in Springfield, IL.

Anna McCormick, MD, is a practicing emergency physician and financial advisor with Peterman Financial Group in Springfield, IL. After a decade in medicine, her journey into finance began from a personal need to strategically manage her own wealth. This passion evolved into a professional commitment to help empower a diverse range of clients, from young professionals to retirees, in achieving their financial goals. She provides comprehensive services, including wealth management, life insurance, and strategic tax planning, all focused on helping clients achieve their ideal life.

 

Anna has a firsthand understanding of the unique financial challenges medical professionals face. She recognizes that a late start in investing due to long training periods makes tax-efficient planning critically important. Anna also champions the need for own-occupation disability insurance, which protects a physician's income if they can no longer perform the specific duties of their job.

 

Anna helps clients solve their financial problems by addressing questions that are central to their future. For clients wondering how to work part-time at 45, retire by 60, or save on taxes, Anna and the team at Peterman Financial Group provide tailored solutions. This comprehensive process, which includes multiple CFPs and a CPA, involves creating personalized savings and investment strategies, conducting insurance reviews, and facilitating estate planning through referrals to specialized attorneys. This holistic approach ensures every facet of a client's financial health is addressed.

Amanda joined Peterman Financial Group in 2024 as Administrative Assistant. In this role she is our first point of contact with our clients. Amanda a sharp eye for detail and exceptional organizational skills, she manages complex scheduling, coordinates meetings, and ensures seamless communication. Amanda is responsible and exceptional at maintaining a high degree of confidentiality. Her proactive approach and ability to multitask effectively enable her to anticipate hereby contributing to the efficiency and success her at Peterman Financial Group.

Amanda enjoys spending time with her family. Amanda and her husband have three active kids. When time allows, she enjoys traveling with her husband.

Maggie Haugh, CPA, is a financial strategist with Peterman Financial Group in Springfield, IL, specializing in tax planning and comprehensive financial guidance. With a strong foundation in accounting and a passion for empowering individuals and families, Maggie helps clients make informed financial decisions that lead to long-term stability and peace of mind.

She works closely with young professionals who are building their financial futures and families navigating the complexities of budgeting, saving, and planning for major milestones. Whether it's preparing for early retirement, managing the financial impact of a growing household, or making sense of evolving tax laws, Maggie provides thoughtful, personalized solutions rooted in clarity and strategy.

Maggie’s approach blends technical precision with a deep understanding of her clients’ goals. She collaborates with a team of CFPs and specialized advisors to deliver a holistic planning experience that includes investment strategy, insurance reviews, and tax planning. Her analytical knowledge and experience and client-first mindset helps ensure that every financial plan is not only technically sound but also aligned with what matters most to each client.

Katie started at Peterman Financial Group, Inc. in 2016. Her background with the firm the last several years has provided the perfect fit as our paraplanner and operations manager.  Katie strives to take that first step to building solid client relationships by providing exceptional client service. Attention to detail and client first approach has provided our firm with the talent to assure we exceed our client expectations.