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
Tim Urban, CExP
Financial Advisor
turban@hammortreefinancial.com
Melissa Wasilk
Director of Insurance
815-788-7430
mwasilk@hammortreefinancial.com
Meg Anderson
Director of Investment Operations
815-788-7430
meganderson@hammortreefinancial.com
Meg provides operational support to Annette Hammortree for all investment business and works with clients on any investment-related needs. She joined HFS in 2018 with over a decade of prior investment business experience. ...
Cooper Tomlin
Financial Advisor
815-788-7430
ctomlin@hammortreefinancial.com
Cooper has joined the team full-time following his internship, he provides internal support to Annette and her team. Currently, he is working on getting licensed to join the team as a Financial Advisor. Cooper recently graduated from...
Emily Palmer
Executive Administrator
815-788-7430
epalmer@hammortreefinancial.com
Avery Tomlin
Financial Professional
815-788-7430
atomlin@hammortreefinancial.com
Avery is an intern for Annette hammortree. She was born and raised in Crystal Lake. She is currently attending Butler Unviersary where she is a member of Alpha Chi Omega Sorority and Alpha Kappa Psi Business Fraternity and is working...
