Advisors at this firm
Andrew H
Series 65
Olivette, MO
Virtus Financial Group
Andrew Hall is a Series 65-licensed financial advisor with six years of industry experience, currently working with Virtus Financial Group. He has held roles at Virtus Wealth Management, Simplicity Wealth, and owns Fleur-De-Lis Financial, where he is involved in life insurance and annuity sales. Hall also serves as a director and volunteer for The Institution for Financial Education, speaking on financial literacy at various public and private venues. Virtus Financial Group advises individuals, families, trusts, and estates with fee-based investment management and financial planning, emphasizing a non-discretionary model that requires client approval for trades. The firm offers integrated tax and planning services, with a CPA on the leadership team, and implements client-specific investment programs primarily using mutual funds, ETFs, and limited individual securities through third-party asset management platforms.
Kerri E
Series 65
Bloomington, IL
Virtus Financial Group
Kerri Elson is a Series 65-credentialed advisor with Virtus Financial Group, based in Bloomington, IL, and has been with the firm since 2024. Her prior experience includes roles at State Farm and John Deere, as well as positions in education and nonprofit settings. She volunteers with Special Opportunities Available in Recreation and serves as a Young Adult Women's Small Group Leader at St. Patrick Church of Merna. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and coordinated tax and insurance services. The firm primarily manages assets on a non-discretionary basis, emphasizing client involvement and integrated tax planning through a CPA-led leadership team.
Tyler W
Series 65
Bloomington, IL
Virtus Financial Group
Tyler Wrezinski is a financial advisor with Virtus Financial Group in Bloomington, IL, holding a Series 65 credential and four years of industry experience. He has operated Wrezinski Advisory Services since 2014 and has been with ChangePath, LLC since 2021. Outside of his advisory work, Wrezinski serves as director of the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management, financial planning, and coordinated tax and insurance services. The firm primarily manages client assets on a non-discretionary basis using mutual funds, ETFs, and limited individual securities through third-party platforms, emphasizing client involvement and integrated tax planning through affiliated CPA services.
Josie F
Series 65
Olivette, MO
Virtus Financial Group
Josie Fischer is a Series 65 licensed financial advisor with Virtus Financial Group, where she has worked since 2022. She has three years of industry experience, including roles at Bloomington Country Club and Luhr Bros, Inc. Josie is also a licensed insurance professional. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and financial planning. The firm emphasizes a non-discretionary investment model that requires client approval on trades and integrates tax and planning services through a CPA on its leadership team.
Gregory F
Series 65
Bloomington, IL
Virtus Financial Group
Gregory Fahrenkrug is a financial advisor at Virtus Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at BPA Troxell Benefits, Brick Technology Group, and operated G F Computing LLC. Fahrenkrug is also a licensed insurance professional under the DBA Wrezinski Advisory Group. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and financial planning. The firm manages client assets primarily on a non-discretionary basis and integrates affiliated tax and planning services through a CPA on its leadership team.