Hammortree Financial 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
815-788-7430
ahammortree@hammortreefinancial.com
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 33 years of experience, she is recognized as an...
Tim Urban, CExP
Financial Advisor
turban@hammortreefinancial.com
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...
Melissa Wasilk
Director of Insurance
815-788-7430
mwasilk@hammortreefinancial.com
Melissa provides Internal Administrative Support to Annette Hammortree and has been doing so for the past 26 years. She takes the lead on insurance business processing, commission and expense reporting, as well as para-planning for...
Meg Anderson
Director of Operations
815-788-7430
meganderson@hammortreefinancial.com
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...
Cooper Tomlin
Financial Professional
815-788-7430
ctomlin@hammortreefinancial.com
Emily Palmer
Executive Administrator
815-788-7430
epalmer@hammortreefinancial.com
Emily is a Intern for Tim Urban. Emily is originally from Antioch, IL. She is a Junior Finance Major with a Financial Planning emphasis at the University of Wisconsin-Whitewater. She plans on graduating May of 2022. She is involved...
Avery Tomlin
Intern
815-788-7430
atomlin@hammortreefinancial.com
Lynn Mackeben
Administrative Assistant
815-788-7430
lmackeben@hammortreefinancial.com