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Team

At Hammortree Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement saving and income distribution strategies
Estate conservation issues
Risk management 

We also can answer your questions, including:

Can I retire early?
Are my investments working as hard as I am?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Annette Hammortree, CLTC, RICP®

Owner of Hammortree Financial Services

847-701-2301

[email protected]

As the owner of Hammortree Financial Services, Annette specializes in comprehensive financial planning, long term planning, and estate planning for special needs family members. With over 30 years of experience, she is recognized as an...

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Tim Urban

Financial Professional

815-526-7943

[email protected]

Tim has been providing comprehensive financial planning to his clients since 2014 with HFS. By specializing in family planning and strategies for small business owners, Tim has helped provide support to current HFS clients as well as...
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Melissa Wasilk

Director of Insurance & Executive Assistant to Annette Hammortree

847-701-2302

[email protected]

Melissa provides Internal Administrative Support to Annette Hammortree and has been doing so for the past 22 years. She takes the lead on insurance business processing, commission and expense reporting, as well as para-planning for...

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Jessica Moll

Administrative Assistant

815-526-5976

815-788-7430

[email protected]

Jessica is the newest member to our Hammortree Financial Services team. She will be working as administrative assistant to both Annette Hammortree and Tim Urban. She will also provide support for Meg and Melissa. She is Engaged to...
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Meg Anderson

Director of Operations

815-788-7420

815-788-7430

[email protected]

Meg provides Internal administrative support to Annette Hammortree. She takes the lead on securities business, scheduling, client services and Living Balance Sheet. She joined HFS in 2018, but has many years of experience in the...

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