LIFEWISE WEALTH - Key Persons
Alexa joins the LifeWise team after almost 9 years at Jimmy John's Corporate HQ. Over at Jimmy John's, Alexa started as the Receptionist then quickly moved into the Marketing Department where she took on various roles. Her favorite role, which she served at for 5 years, was helping to manage a team of 100 Marketing Specialist that worked with franchisees to market at the stores local level. Alexa has a genuine passion to serve others & build relationships and brings that energy to our team & clients here at LifeWise.
Outside of work you can find Alexa spending as much time as possible with her family. They love going on weekend adventures, playing or watching sports, and doing just about anything outside. With the little bit of quiet time she gets as a mom, Alexa loves to read, watch Netflix, or take long walks down the aisles of Target without the kids! Stop in and say hi or give her a call. She is excited to get to know all our wonderful clients!
Job Titles:
- Certified Financial Planner™ ( 217 ) 351 - 8755 ( 217 ) 398 - 2788
Andrew first joined LifeWise back in 2016 after graduating from Millikin University with a degree in Finance. Andrew holds Series 7& Series 66 registrations and Illinois insurance license as well as participates on the firm's investment committee. Most recently, Andrew completed his CFP® certification. As the LifeWise client base has grown outside of the Champaign community, Andrew has become the firm's primary Advisor for the Bethany and Paris communities. What he enjoys most about being an advisor is helping clients simplify complex issues and pursue their financial goals.
Andrew lives in Sullivan with his wife Sarah and their dog Benson. In his free time, he enjoys traveling, golfing, running, and rooting for his favorite teams - the St. Louis Cardinals and Green Bay Packers. Go Pack Go!
Caleb has been working as a financial advisor since 2012. He values forward-thinking strategies and philosophies. He believes financial control is not a fixation on money, but rather a freedom from it. With this mindset, he is able to bring a fresh and powerful approach to financial planning.
In his eight years of experience, he has earned various credentials including the Series 7 and Series 66 along with Life, Health, Disability, Annuity and Long-Term Care licenses. He began his journey into financial planning through Illinois State University, earning his Bachelor's of Science in finance with a minor in financial planning in 2012. After graduation, he began working with IPI. Through this company, he found a mentor, Tom Ealy, and began working directly with him in his office in 2014. In 2016, Caleb became a Partner with John Foley, and together, they began the transition process to begin their own firm, LifeWise Wealth Advisors. The transition has helped them grow their team and their ability to provide excellent services to their existing clients as well as add new clients to the LifeWise family.
When Caleb is not at the office, you can usually find him in his garage tinkering with his cars or playing any number of different sports. Caleb got married to his wife Megan in November of 2018. You can often find them spending time together outdoors with their dog, Niko. They also enjoy traveling and exploring new places.
Josh is from Gibson City, Illinois where he graduated high school in 2019. He went to Parkland College for two years followed by Illinois State University. While attending Parkland College, he worked on a local family farm. Then, while at Illinois State he worked part-time at Fastenal as a Supply Chain Associate. Josh graduated from Illinois State in 2023 with a Bachelor's Degree in Business Administration.
Josh joined the LifeWise team in June of 2023. He is currently an Advisory Associate supporting the advisor team as a planning and portfolio management specialist. He is pursuing becoming a Registered Representative by working through the SIE, Series 7, and Series 66 exams.
Josh recently moved to Mahomet where he enjoys spending the warmer months golfing, watching baseball and spending weekends at Bayles lake. During the fall and winter months he enjoys watching and attending Illinois football and basketball games. He loves all sports, but specifically roots for the Fighting Illini, Chicago Cubs and Chicago Bears.
Job Titles:
- Tax Advisor & Client Service Associate
Katrina started with LifeWise Wealth Advisors in July 2022, bringing 26 years of tax experience with her as well as excellent customer service skills. Throughout her career, she has enjoyed building long-lasting relationships with her clients and their families and looks forward to creating the same rapport with LifeWise Wealth Advisor clients.
Outside of work, Katrina spends most of her time with family. She has two grown sons and a new grandson to spoil! She loves to travel, with Siesta Key and Disney World being her favorite places to vacation. Her goal is to visit all 50 states (40 so far), Ireland, Greece, and all nine Disney resorts/parks.
Job Titles:
- Client Scheduling Assistant
- Scheduling Assistant
Mary Garrity is our client scheduling assistant; she works remotely from her office in South Florida. Before her relocation out of state, she was part of our client service team. Mary has 25+ years of administrative support experience. She is a fitness enthusiast and former personal trainer. A fun fact…she nudged John Foley over the finish line of a charity 10k race he ran several years back in Savoy, IL. Our clients don't see Mary, but they speak with her, often!
Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1
But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities.
A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts.
1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.