This is the story of PrairieView Wealth Partners.
A lot of kids admire what their parents do for a living. A few even grow up to do the same work. When PrairieView Wealth Partners Founder Tim Regan was a teenager, he followed in his Dad’s footsteps as a financial advisor. At first, he spent time on the phone scheduling meetings. That beginning sparked an interest that never went away. Soon, Tim was starting out on his own. Tim’s business was separate from his dad’s, but his attitude was not. The approach to growing a business would be family-first, both literally and figuratively. The PrairieView family grew one by one as each new team member joined and added their own personality to our team. One thing never changed as the team grew. Everyone brought the attitude that financial advice is best delivered with a faith-based perspective and genuine care for clients. The families of our team grew along with the family of our business, and family is still one of our founding principles. Tim’s teenage kids even help out in the business now, like he once did! If you’re looking for a genuine relationship with a financial advisor, and not something simply determined by conversations about transactions, then we would love to meet you.Mission Statement:
We partner with Christian families to provide trusted and faith-based financial advice, delivered through personal conversations.
Get to Know Us
Kaitlyn
HEDGER
Marketing Manager
Rachel
Thomas
Client Service Manager
Michelle A. Mccarthy
Chief Compliance Officer
Erin
Palm
Our Operations Team
Tim Regan, Trey DeJager, Dena Froiland, Michael Demeros
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PrairieView Timeline
Tim starts working for his dad in his financial planning business
Oct 1991Tim acts as Marketing Director for 10 financial advisor businesses
Dec 1996Tim opens his own financial planning business and partners with his dad
Jan 1998Tim and his dad open their first office outside of their home in Orland Park, IL
Aug 1998Rachel Thomas joins the team as office manager
Nov 2005Tim acquires 2 additional practices and opens 2nd location in Bloomingdale, IL
Jan 2016“Neither the Firm nor its representatives paid a fee to participate in any survey”
Mar 2017Double our dedicated support to Investment and Financial Planning Department
Apr 2019PrairieView Wealth Partners goes independent
Jul 2020PrairieView Wealth Partners creates Associate Wealth Advisor development program
Mar 2021Bob Morvice joins PrairieView Wealth Partners as Director of Operations and Senior Wealth Advisor
Apr 2022Satellite office opens in Rockford, IL
May 2022Retirement Readiness Podcast launches
July 2022“Neither the Firm nor its representatives paid a fee to participate in any survey”
September 2022