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
Tim has been providing comprehensive financial planning to his clients since 2014 with Hammortree Financial Services. By specializing in family planning and strategies for small business owners, as a Certified Exit Planner. im...
Melissa Wasilk
Director of Insurance Operations
815-788-7430
mwasilk@hammortreefinancial.com
Meg Anderson
Director of Investment Operations
815-788-7430
meganderson@hammortreefinancial.com
Cooper Tomlin
Financial Advisor
815-788-7430
ctomlin@hammortreefinancial.com
Emily Palmer
Executive Administrator to Tim Urban
815-788-7430
epalmer@hammortreefinancial.com
Avery Tomlin
Sales Assistant
815-788-7430
atomlin@hammortreefinancial.com
Martha Durcan
Client Relations Manager
815-788-7430
mdurcan@hammortreefinancial.com