Mick Aten - Managing Partner and Financial Advisor
Mick is a managing partner and co-founder of KB Elliott Financial Advisors. Mick received his Bachelors Degree from Quincy University in 1998. Following graduation, he spent a year as assistant coach for the Quincy University Baseball Program. In 1999, he began his career in financial services, accepting a position as a Financial Advisor with VALIC. During his 10 years at VALIC, Mick worked with hundreds of clients, helping them plan for a secure retirement. Mick has his series 6, 7, 63 and 66 FINRA registrations. Registered Representative of WFG Investments, Inc.
In the fall of 2009, Mick co-founded KB Elliott Financial Advisors to offer clients a new approach to financial planning. It was Micks vision to build a company of independent advisors, that have the flexibility to offer clients the products and services that best meet their needs, and not those of the firm. As KB Elliott continues to grow, Mick is committed to maintaining the mission of the company. "Build lifelong relationships with our clients and assist them in reaching the goal of financial independence for themselves and future generations."
Mick, his wife Amy, and daughters Ella Anne and Maggie Jo, reside in Springfield, Illinois.
You can reach Mick at:
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Bill King - Managing Partner and Financial Advisor
Bill is a managing partner and co-founder of KB Elliott Financial Advisors. Bill received his Bachelors Degree from Illinois State University in 1983, and began working in the financial services industry in 1985 as an advisor with VALIC. In 1998, he became the District Manager for the Illinois District of VALIC Financial Advisors. Throughout his career, Bill has helped thousands of clients with retirement, estate, and investment planning. Bill has his series 6, 7, 63, 65, 66, 26, and 24 FINRA registrations. Registered Representative of WFG Investments, Inc.
Bill is a lifetime resident of Peoria who believes firmly in giving back to the community. He is very active in the Independent Sports Club of Central Illinois, whose primary function is raising funds for area youth sports. He is a past president and current board member of the organization. Bill also coached many youth sports teams in basketball, soccer, and baseball throughout the years. He is a supporter of both the Notre Dame 12th Man Club and Dugout Club. He is also an advocate of several charitable organizations including the Children's Home and St. Jude's Foundation.
Bill, his wife Roberta, two daughters Erin and Theresa, and son Billy reside in Peoria.
You can reach Bill at:
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Jack Steffek - Financial Advisor
Jack has been in the financial services industry for over 25 years. Working closely with both individuals and groups, to provide comprehensive financial planning and advice. Jack is dedicated to providing his clients assistance in understanding and achieving their financial goals. Jack has his series 6, 63, 22, 26, and 65 FINRA Registrations. Registered Representative of WFG Investments, Inc.
Jack attended Benedictine University in Lisle, Illinois, and is a Past President of the Alumni Association. He is also proud to have served in the United States Army "Honor Guard" in Arlington, Viriginia. Jack and his wife Joanie reside in Geneva, Illinois.
You can reach Jack at:
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Bob Miller – Financial Advisor
Bob has been in the financial services industry for over 26 years. He started in the industry with E. F. Hutton in 1984 as the top advisor in his training class. He continued to work for the predecessor firms of Shearson Lehman Brothers, Smith Barney, and Morgan Stanley Smith Barney before joining KB Elliott Financial Advisors in April 2010. Bob has his series 7, 63, and 65 FINRA registrations. Registered Representative of WFG Investments, Inc.
Bob is a lifelong resident of Morton, IL. He has been very active in the Morton Junior Football League as a past board member, and has coached football for over 10 years. He is on the board of the Morton High School Sooie Club. He has also been active with Morton Youth Baseball and Peoria Youth Hockey. Bob supports the St. Jude Foundation, and has participated in, and completed, the annual Memphis to Peoria Run. He and his family attend New Life Christian Church in Morton, IL. Bob has three sons. Ryan is currently in the US Air Force; based in Fairfield, CA. Bob and his two younger sons, Blake and Brett, reside in Morton, IL.
You can reach Bob at:
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Dan Eichinger – Financial Advisor
Dan began his career as a financial advisor with Edward Jones in 1999. He received his Bachelor's Degree in Economics from Illinois State University earlier that same year. In his practice, he brings extensive experience in wealth accumulation and income distribution to investors. Dan has his series 7, 63, and 66 FINRA registrations. Registered Representative of WFG Investments, Inc.
Dan has been an active competitor in the sport of bicycle racing for over 15 years. No stranger to outdoor activities, he also enjoys running, hiking, snow & water skiing, and long walks with his family. Born in Springfield, Illinois, Dan has called it his hometown for many years. He has been an active member of his local Rotary club for the past decade. As a student of music, Dan enjoys performing on drums and percussion. Dan, his wife Amy, and their three children reside in Springfield, Illinois.
You can reach Dan at:
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Brad Pinter – Financial Advisor
Brad began his career as a financial advisor in 2006 after graduating from Illinois State University with a Bachelors degree in Business Administration and Marketing. He moved to the Chicagoland area and started with Ameriprise Financial. In 2008 Brad relocated to Peoria area and joined MetLife. While at MetLife Brad became the top producer in his class receiving awards for "Rookie of the Year", "Sophomore of the Year", and "Junior of the Year". He joined KB Elliott Financial Advisors in April of 2011. Brad has his series 7 and 66 FINRA registrations and is currently pursuing his CFP & CHFC. Brad is dedicated to helping his clients reach their financial goals. Registered Representative of WFG Investments, Inc.
Brad has been an active golfer for over 20 years, enjoys fishing and spending time with his family. He participates in the Young Professionals Group of Peoria, and The Eagles Club in Peru, IL. Brad supports St. Jude, and volunteers his time to the Front 9 Foundation Golf Outing held each year at Arrowhead Country Club.
Brad, his wife Katie, and their two boxer dogs Bailey and Jack reside in Peoria.
You can reach Brad at:
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Nate King – Insurance Specialist
Nate is a lifelong resident of Peoria, Illinois. He earned a Bachelor's Degree in Psychology from Western Illinois University in 2003. Following graduation, he coached underclass wrestling for two seasons in East Peoria, Illinois. He continued his career path over the next four years becoming a drug and alcohol counselor and then a social worker. In February 2009, he became a Risk Management and Life Insurance Specialist for Mass Mutual.
Nate specializes in Fixed Annuities, Life, and Long Term Care Insurance and Disability. Over the years he has created insurance plans for families and business owners. His main objective is to help clients reach their financial goals.
Nate co-founded The Business Link in Peoria, Illinois, which helps new business owners grow their businesses through the referral process. He is a committee member for the Young Leaders Advisory Board for Peoria Promise. He also participates in the Young Professionals of Greater Peoria, the Peoria Chamber of Commerce, NAIFA (National Association of Insurance and Financial Advisors), and is an active volunteer with Easter Seals. Nate is not a Registered Representative of WFG Investments Inc.
You can reach Nate at:
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Melodee Campbell – Executive Assistant
Melodee has been in the financial industry for five years as support personnel, and holds a State of Illinois Life and Health Insurance license. She is the Peoria location Office Manager and Bill King’s Executive Assistant. She also lends assistance to all the advisors in the Peoria office while providing excellent customer service to our wonderful clients.
Melodee has lived in Illinois throughout her life and currently resides in Green Valley, IL with her family.
You can reach Melodee at:
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Libby Jennings – Executive Assistant
Libby is the Administrative Assistant to Mick Aten and Office Manager for the Springfield branch. Prior to joining KB Elliott, Libby spent the 15 years in the financial services industry. Libby was born and raised on Springfield, IL.
Her joy in life is her two daughters and her grandson Maddux.
You can reach Libby at:
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