David Lillie

Financial Advisor

David Lille is a professional dedicated to helping his clients live their financial dreams. David’s team will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His team approach ensures that you receive the highest level of ser...
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Patrick Lillie

Financial Advisor

Patrick Lillie is a Financial Advisor with Investment Planning Counsel. He has been helping individuals, families and business owners achieve their financial goals since 1995. Patrick takes a personal approach in helping his clients plan, set and achieve their financial drea...
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Robert Chiarello

Financial Advisor

My name is Rob Chiarello, I have been in the financial industry for over 15 years providing clients with financial planning to help achieve their goals through investment planning, credit planning, tax planning, business planning and estate planning. Being a Financial Adviso...
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