Financial Planning


Ready to start reaching your financial planning goals? We're with you!

Connect your finances to your goals with a LifePlan crafted just for you. Whether it’s a singular goal or a comprehensive financial strategy, our holistic approach will help you make educated decisions that consider all aspects of your financial life to maximize your results.

Goals are personal; Advice should be too.

Marine Bank's Wealth Management team is committed to helping you reach your goals.

Would you like to more information about Marine Bank's Financial Planning Services? 


Dallas Lee Whittaker

dwhittaker@ibankmarine.com

(217) 547-1371

I would like to learn more about Marine Bank's Financial Planning program. Please contact me

Dallas Lee Whittaker CMFC, CLU
Senior Vice President

Dallas has over 20 years of experience in all areas of wealth management and financial services. He is passionate about adding value to the lives of his clients through education and addressing their financial goals in a collaborative manner. With a deep knowledge of insurance which is an added benefit when doing financial planning, Dallas is an asset to our clients and the Marine Bank Wealth Management team.

Dallas currently holds a Chartered Mutual Fund Counselor (CMFC) designation awarded through the College for Financial Planning and a Chartered Life Underwriter (CLU) designation through the American College. As Senior Vice President of the Marine Bank Wealth Management Department, Dallas focuses on comprehensive financial planning to help individuals and businesses achieve peace of mind in their financial lives with an emphasis on retirement strategies, legacy planning, and generational wealth management.

 

 Investments are subject to risk, including loss of principal. Investments are not deposits of or guaranteed by Marine Bank, and are not insured by the FDIC.

Start planning your financial future today

Our Wealth Management Team is ready
to help you reach your wealth objectives. 

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