RAI WEALTH - Key Persons
Job Titles:
- Administrative Assistant
- Service Associate
Amanda Pearson has worked as an administrative assistant in the financial services industry for fourteen years. She enjoys assisting clients with any service matter pertaining to their accounts and strives to make sure that clients have the best service experience possible. Amanda worked at a firm in Rockford before moving to Warrenville and joining the RAI team in November 2021. She holds several credentials from the College for Financial Planning, including the Financial Paraplanner Qualified Professional™ (FPQP®) credential.
Amanda grew up in Rockford. In her spare time, she enjoys spending time with her dad, brother and sister-in-law, visiting with friends, cooking/baking, walking, and serving at her local church.
Job Titles:
- Registered Representative
Greg works with families to provide financial clarity in their lives. He leads clients through the financial planning process, implementation and execution of investment strategy, and overall guidance. As the son of a doctor, Greg believes that more proactive and intentional actions lead to healthier and more successful outcomes. His goal in planning is to remove noise and complexity, as well as simplify and optimize the richness of the lives of families he serves.
Greg is a Registered Representative with PCS. Greg received a Bachelor of Arts in Business Administration from Augustana College. Additionally, Greg is a Certified Financial Planning Professional and a member of the CFP Board.
Greg and his wife Carly were both born and raised in Wheaton, IL where they still reside with their three young girls. In his free time, Greg enjoys athletics, outdoor activities, travel, and time with family.
Melissa lives by the motto "The Devil Is In The Details" and makes sure that everything that needs to happen actually happens. She knows that winning your trust is what financial advising is all about and she believes an undying commitment to details is a part of earning that trust. Melissa and her husband Dominic live in Winfield where they have raised their three children. Melissa enjoys volunteering, hosting family and friends, and taking her dog on long walks.
Melissa spends her time considering our client families' everyday needs and meeting them. From scheduling your appointment to managing your paperwork to taking your RSVP for our special events, Melissa serves as a resource to ensure that you feel informed and valued.
Prior to joining the RAI Wealth team, Melissa worked for another financial services firm in Wheaton. She has a Bachelor of Science degree in Business Administration from Taylor University.
Having grown up on a farm in central Illinois, Melissa enjoys gardening, quilting and baking. She resides in Wheaton with her husband, Nate and has two grown sons.
Job Titles:
- Managing Partner & Wealth Advisor
Values matter to Scott. He knows that this is ultimately what makes every family or person unique. By understanding who you are and what your values are, Scott is able to get a better understanding of where you are and where you want to be. He views financial planning as teamwork. Through his desire and passion to be a part of your team, he advises and plans alongside you. Scott strives to take the mystery out of investing, managing risk and preserving wealth. He's dedicated to customizing financial strategies that reward you not only monetarily, but also personally. Scott enjoys hearing peoples' stories. He would love to hear yours. He hopes that he will be a big part of writing the next chapter.
Scott was raised in the Wheaton Area, where he continues to reside with his wife, Jennifer, and two children. Scott is actively involved in the community, including his home church and local school district. You will likely find him coaching a variety of sports on the weekends, if not competing himself.
Scott's credentials include:
Registered Representative, PCS
Bachelor of Arts Degree from Wheaton College, Deans List, Academic All-American
MBA, The University of Chicago, High Honors
Member of Community Unit School District 200 Finance Committee (2008-2010)
Member of the Moody Church Executive & Finance Committee (2008-2013)
Holds Series 7 & 66 Registrations with FINRA
Licensed in Life, Accident, and Health Insurance, and Variable Contracts
Holds Behavioral Financial Advisor Designation (BFA™)
Will is in a hybrid role that supports the internal and external structure of our team. Responsibilities for Will include assisting in research and client presentation development, servicing client needs and requirements, and following up on firm-generated leads. He joined the team after finishing his undergrad work a semester early in December of 2014. Will was raised in the Wheaton Area, where he continues to reside with his wife, Danielle and their three sons.
Will's credentials include:
CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning
Holds Series 7 & 66 Registrations with FINRA
Holds Behavioral Financial Advisor Designation (BFA™)
Licensed in Life, Accident, and Health Insurance, and Variable Contracts
Bachelor of Science Degree in Finance from Taylor University, Deans List, Magna Cum Laude