Bill is a native of Springfield, IL. He attended Kenyon College and served in the U.S. Marine Corps. After his service he graduated from Illinois College then joined the firm of Dixon Bretscher Noonan in 1961 as a registered broker. In 1990 he established his own firm and has acted in the capacity of executor, trustee, director and investment advisor to corporations, foundations, associations and individuals for over 37 years.
Joel Gustafson grew up in the farming community of Waverly, IL, located between Springfield and Jacksonville. He graduated from Southern Illinois University at Carbondale with a double major in finance and business economics. He also received an M.B.A. from the University of Illinois in Springfield. Joel has worked at three Fortune 500 companies serving in marketing, business development, and advisory capacities. He has been a licensed financial consultant since 1997.
Joel assists clients by building and monitoring investment strategies that will allow them to accumulate, preserve, or distribute wealth.
Janet has worked in various capacities in the brokerage business for over 30 years. She worked with Bill Patton at Dixon Bretscher Noonan and joined him in 1990 when he opened his own firm. For the past twelve years, she has been a licensed broker.
Duane has been in banking for over 30 years in the Springfield market area. He graduated from the University of Illinois in 1966 with a degree in Economics and Finance and served in the U.S. Air Force. After his service, he joined the First National Bank of Springfield and after several mergers and acquisitions, was the Executive Vice President and Chief Lending Officer of what is now U.S. Bank when he left in 1999.
duanegerlach@pattoninvestgroup.com
Gary grew up on the family farm near Elkhart, IL. He graduated from Western Illinois University in 1980 with a bachelor’s degree in Business Administration. Gary has worked in the financial services industry since 1984 and in the brokerage community since 1989. He earned his Certified Financial Planner™ designation in 1993.
Julie is a native of Springfield, IL. She earned her Bachelors of Science degree in Finance from Illinois State University and received her Masters in Finance from the University of Illinois. She has over 20 years experience in the investment industry, including the last 17 years helping clients plan their financial future. She has also earned her Certified Financial Planner© designation.
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Warren-Boynton Financial Center provides its clients convenient access to a full range of investment advisory and securities brokerage services as well as all traditional banking services in one attractive, comfortable location. Warren-Boynton State Bank became one of a very few community banks in the Greater Springfield area to have its own investment company when the Bank and William Patton Investment Services Group merged in 2004. Our seasoned investment professionals provide individuals, families, trusts, and organizations assistance in establishing and regularly evaluating goals and strategies to protect, preserve, and enhance their wealth. Personal attention, strict confidentiality, and frequent consultations are fundamental elements of our client service philosophy. 3030 Spring Mill Drive |
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Securities offered through ASSIST INVESTMENT MANAGEMENT CO., INC. (ASSIST) Member: NASD, SIPC. |