DECATUR — IPI Wealth Management, a top independent advisory firm offering solutions for investment and asset management, as well as wealth advisory services for high-net-worth accounts, has announced that Jerry Yockey is opening a Shelbyville, IL branch.
“Jerry has what it takes to exceed client expectations, and we are happy to welcome him into the IPI family,” said David Koshinski, president of IPI Wealth Management. “With 25 years of financial industry experience, he has built his reputation by putting a true focus on doing what is best for his clients, and I’m sure that his track record will continue.”
Jerry is affiliated with Shelby County State Bank, and he is committed to building successful client relationships by helping individuals better understand the many investment products and programs available.
With his extensive understanding of investments, Jerry provides education and straightforward communication and works with clients to design and implement customized solutions to help them achieve their goals.
He believes that developing an investment plan is not a one-time occurrence, and therefore stays abreast of his clients’ changing circumstances and the dynamic marketplace to ensure that his clients are always best positioned for success.
Staying true to the core tenets upon which the firm was founded in 1931, Jerry serves his clients with objective, unbiased, and independent financial advice.
IPI Wealth Management, Inc. is an independent SEC registered investment adviser based in Decatur. For more information, go to www.investment-planners.com.