McBeath Financial Group

David Brewer is a CFP® professional with two years of industry experience. He currently serves as a financial advisor at McBeath Financial Group and previously worked at Heartland Bank and Trust Company. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and offers discretionary portfolio management alongside services such as cash-flow analysis, tax planning, retirement and estate planning, and education funding.

Robert McBeath is a Series 65-licensed advisor with nine years of industry experience. He is the founder of McBeath Financial Group, where he has worked since 2020. Prior to that, he was with Motiv8 Investments LLC for three years. Outside of financial advising, McBeath is president and sole owner of Cornerstone Card Processing, Inc., a merchant services reseller. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and serves both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting services.

Clark Purdy is a CFP® and ChFC® with three years of industry experience. He is currently with McBeath Financial Group, where he has worked since 2024. His prior experience includes roles at COUNTRY Capital Management Company, COUNTRY Trust Bank, COUNTRY Insurance Affiliates, and Wells Fargo Clearing Services. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and offers a range of services including discretionary portfolio management, tax planning, retirement and estate planning, and education funding.

Nathan Sandon is a financial advisor with McBeath Financial Group, holding a Series 65 designation and beginning his industry career in 2024. His prior experience includes roles at Flanagan State Bank and the Jason Martin State Farm Agency, along with academic positions at Illinois State University College of Business. He has also been involved with the YMCA and held teaching roles at Waubonsee Community College and Yorkville High School. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm combines discretionary portfolio management with financial planning and consulting, utilizing a sub-advisory relationship with GeoWealth for model portfolios and operational support.

Krista McBeath is a ChFC® and Series 65 credentialed financial advisor with 17 years of industry experience. She is president of McBeath Tax & Financial Services, L.L.C., and has served as an investment advisor representative at McBeath Financial Group since 2013. Her prior experience includes three years with Motiv8 Investments LLC. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages discretionary portfolios with a focus on fundamental, technical, and cyclical analysis, serving both non-high-net-worth and high-net-worth clients.

Julie Karstens is a financial advisor at McBeath Financial Group in Normal, IL, holding a Series 65 designation with four years of industry experience. Her prior work includes roles at First State Bank and First State Bank of Bloomington. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, managing over $223 million in discretionary assets. The firm serves both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management combined with financial planning and consulting services.

Ian Cavallo is a Series 65-credentialed financial advisor at McBeath Financial Group with one year of industry experience. Prior to joining McBeath, he worked at Advance Trading Inc. and has held various roles outside finance, including positions in retail and education. McBeath Financial Group serves individuals, trusts, estates, and charitable organizations by providing personalized investment advisory and comprehensive financial planning. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analyses, and maintains a sub-advisory relationship with GeoWealth for model portfolios and back-office functions.