1 minute read
Witek Wealth Management
Luecke marks year as associate advisor
Whether you are starting out, entering midlife or nearing retirement Witek Wealth Management can assist you on every step of your life journey by creating detailed plan to help you meet your financial goals.
More than a year ago the Witek family welcomed Spencer Luecke to their firm as an associate advisor. The lifelong Illinois Valley resident, who attended LaSalle-Peru Township High School, Illinois Valley Community College and graduated with a master’s degree in accounting from Northern Illinois University. She has several years of experience in banking and brings experience in commercial lending and tax accounting. She has enjoyed getting to collaborate with her clients and help them achieve their financial goals.
In addition to her work, she serves as the President of the United Way of Illinois Valley, President of the IV Leads Foundation, and is a board member of the Illinois Valley Leads Group and The La Salle Business Association.
The Witek Family has operated as LPL Financial since 1986. Beginning in 2020 the firm has changed its name to Witek Wealth Management. Ron Witek joined the securities industry in 1968. He was joined by his sons Mark (in 1983) and Steve (1985) and his daughter Kristy (1994).
Witek Wealth Management offers personalized and impartial investment strategies based on clients’ financial objectives, risk performances and tax considerations. Their products and services include quality nonproprietary investments, including mutual funds, stocks, bonds, variable and fixed annuities and estate, business, tax, college and retirement planning. Witek Wealth Management is located at 613 First St., La Salle. They also have office hours at Streator Onized Credit Union and Financial Plus Credit Union in Peru, Ottawa and Mendota. Visit the website at witekwealthmanagement.com.
Whether you are just starting out, entering midlife, nearing retirement, or are ready for retirement – Witek Wealth Management can assist you on every step of your life journey by creating a detailed plan to help you pursue your financial goals.