Who We Are
In 1994 Mike’s son, John Lavery, joined the firm with a background in public accounting. In 2000, Chris Mackenzie came on board after a career in the military and with a major corporation. After a successful career, Kirk retired in 2002 and Mike retired in 2011. Today, our group of registered advisors and talented staff work together in advising more than 1,000 clients.
Since 1990, we have been associated with Investment Planners, Inc. of Decatur, Illinois as our broker/dealer. This long-standing relationship has enabled us to provide a steady, consistent approach to meet the needs of our clients. The high-caliber team at Investment Planners, Inc. shares our values in serving our client’s needs.
At IPI, we offer sophisticated solutions to meet the needs of our clients. We advise many clients on estate issues, building funds for education, and providing for retirement through the use of investment vehicles, such as managed money, mutual funds, alternative investments, stocks, and bonds. We use these tools to address issues specific to the individual client, including long-term planning, sensitivity to taxes and investment volatility.
We are here to serve the complex needs of high quality clients and their families.