Live Your Legacy With Confidence
Every story starts with a family. Ours does too.
A lot of kids admire what their parents do for a living. A few even grow up to do the same work. When our 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.
We partner with Christian families to provide trusted and faith-based financial advice, delivered through personal conversations.
Get to Know Us
Founder and Wealth Partner
BOB MORVICE CFP®
Wealth Advisor and Dir. of Operations
Head of Marketing
Client Support Specialist
Client Service Manager
Our Operations Team
Tim Regan, Trey DeJager, Dena Froiland, Michael Demeros
See us on the watch list:
Tim starts working for his dad in his financial planning businessOct 1991
Tim acts as Marketing Director for 10 financial advisor businessesDec 1996
Tim opens his own financial planning business and partners with his dadJan 1998
Tim and his dad open their first office outside of their home in Orland Park, ILAug 1998
Rachel Thomas joins the team as office managerNov 2005
Tim acquires 2 additional practices and opens 2nd location in Bloomingdale, ILJan 2016
Tim becomes the youngest person inducted into Thrivent’s Hall of FameMar 2017
Double our dedicated support to Investment and Financial Planning DepartmentApr 2019
PrairieView Wealth Partners goes independentJul 2020
PrairieView Wealth Partners creates Associate Wealth Advisor development programMar 2021
Bob Morvice joins PrairieView Wealth Partners as Director of Operations and Senior Wealth AdvisorApr 2022
Satellite office opens in Rockford, ILMay 2022
Retirement Readiness Podcast launchesJuly 2022
Advisor Hub selects Tim to be added to the Top 50 Advisors to Watch listSeptember 2022