Great Service Starts With A Great Team
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.
William Peterman CPA, CFP is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, DC, FL, GA, IL, KS, MD, MO, NC, NJ, PA, SC, TX
William Peterman CPA, CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
William Peterman CPA, CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: FL, IL, MO, PA, SC
Founder and CEO
1515 South MacArthur Blvd.
Springfield, IL 62704
- Series 24, 66, 7, 7TO
Nathaniel Boyle MS, CFP, MRFC
Vice President and Chief Investment Officer
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.
Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CO, FL, GA, IL, KS, MO, NC, NJ, PA, SC
Nathaniel Boyle MS, CFP, MRFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IL
Vice President and Chief Investment Officer
1515 South MacArthur Blvd.
Springfield, IL 62704
- Series 66, 7, 7TO
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.
Anna McCormick MD, RFA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, CA, IL, IN, NH, OH, VA, WA
Anna McCormick MD, RFA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Anna McCormick MD, RFA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AL, IL
Associate Wealth Advisor
1515 South MacArthur Blvd.
Springfield, IL 62704
- Series 66, 7TO
Amanda enjoys spending time with her family. Amanda and her husband have three active kids. When time allows, she enjoys traveling with her husband.
Administrative Assistant & Client Coordinator
1515 South MacArthur Blvd.
Springfield, IL 62704
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.
Margaret Haugh CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed: IL
Margaret Haugh CPA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Margaret Haugh CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IL
Wealth & Tax Advisor
1515 South MacArthur Blvd.
Springfield, IL 62704
- Series 66, 7TO
Paraplanner & Operations Manager
1515 South MacArthur Blvd.
Springfield, IL 62704