Barry V. Miller
Drawing upon more than three decades of experience as a financial professional, it is my desire to help you build a strong financial future. Together we can assess your current situation, determine your unique goals, then develop a customized financial plan to reach those goals. Your comprehensive plan will enable you to pursue, preserve, protect, and pass on your legacy.
I met my beautiful wife, Anne, while we were students at the University of Illinois and we have been married for over 42 years. We are the proud parents of a wonderful son, Samuel. Anne and I have marveled as Sam, born with cerebral palsy and severe learning disabilities, has overcome one obstacle after another to pursue his dream of becoming a sports journalist. A huge sports enthusiast but unable to play due to his disability, Sam has discovered that there is more than one way to stay in the game.
Bill Lervaag and Mark Burnham and I incorporated under the name MasterPlan Financial Group in August of 2005. Together, we have over 100 years of experience in the financial services industry. Combining our expertise to better serve our clients, we can create the financial plan that is right for you.
Mark L. Burnham
I began my career in financial services in 1985. Early on, I realized that, while clients are looking for solutions to their needs and concerns, many companies tend to "push product".
As a result, I have aspired to become an effective financial planner. I have achieved the CERTIFIED FINANCIAL PLANNERTM Professional certification, ChFC (Chartered Financial Consultant), CLU (Certified Life Underwriter), LUTCF (Life Underwriter Training Council) designations, and hold Life and Health Insurance licenses, as well securities registrations Series 6, 7, 63, and 65 as an Investment Adviser Representative of Commonwealth.
My experience includes many years of complex estate, investment, retirement and insurance planning. While at Lincoln Financial Advisors, I was able to lend estate planning expertise to Morgan Stanley representatives located in branch offices throughout Central Illinois via a national agreement with Lincoln Financial Advisors. Since we began MasterPlan Financial Group in 2005, I have focused my attention on our own clients and their families.
My lovely wife Karen and I reside on a farm with our six children (Katie, Jenni, Nathan, Seth, Mark, and David). I gave my life to Jesus Christ at an early age and as a result, my ambition is to honor Jesus Christ in every area of my life. Financial planning often brings about close relationships with our clients. My hope is that through the work that we do and the service we provide, our clients might find eternal value in working with us.
William D. Lervaag
I have been successfully providing sound financial guidance to my many clients since 1968.
My philosophy is simple: I want to help people see where they are in their present financial stage. I would do for them as I would do for myself. I want to help people realize the tremendous potential opportunities they hold, if only they will sit down and review them with me.
I currently hold the designations of CLU and ChFC (Chartered Financial Consultant), and am a graduate of South Dakota State University.
My business career focus is on estate, retirement, and personal planning for my clientele of successful professionals, business owners, and retirees. I work with clients with "service above self" in mind as the foundation of my business. Going above and beyond for my clients, I have a genuine interest in them as valuable human beings.
Among my community service activities, I am active in Peoria North Rotary Club and serve on the executive board of Heart of Illinois Harvest, a charitable food rescue service. I helped establish it in 1992. Harvest is currently saving $7,200 pounds of food from going to the landfills. We serve over 100 feeding groups in the Peoria Area. I am also currently working with Upgrade Services; a nonprofit corporation that manages a subsidized housing group in creating a foundation to tutor children with an after school program.
In my leisure time, I enjoy golf and regular trips to the gym. My wife and I reside in Peoria, Illinois. Our older son Sean, his wife, Nelida, and daughter, Alexandra, reside in Austin, Texas. My daughter, Jackie, and husband, Kirk, have three girls, Livia, and two twins, Tesa and Calie. They reside in Grand Island, NY. My son, Mike, and his wife, Maureen, have two girls, Irene and Genevieve, and a son, Daniel, and reside in Peoria, IL.