meet our team

Steven Cook

As a business owner and investor, I understand the importance of developing a strategy and seeing it through. Through good times and bad, being steadfast in your financial plan is a must and I do exactly that. Your financial plan should be as unique as you are. I do not believe in “cookie-cutter” investments or strategies. Each plan should be customized to your specific needs.

I began my career at Edward Jones in 2016 as a financial advisor in Decatur, IL. I since relocated and changed firms to Ipava State Bank Trust where I can serve my clients with greater care and consistency. My specialties include individual investors and small business owners, myself falling into both categories. In 2022, I received my CTFA certification after completing a three-year study program at the Cannon Trust School.

In 2018, I received the Spirit of Partnership Achievement Award and the Ted Jones Prospecting Award from Edward Jones in recognition of the growth of my business and level of care given to my clients. I attended Millikin University and graduated cum laude in 2015 with a bachelor’s degree in business management.

My wife, Kelsi, and I have been married since 2010 and we have three children: Sean, Reagan and Elijah.

Steven Cook

Roles

Ipava State Bank
Trust Officer

LaSalle St. Securities
Financial Advisor

National Association of Insurance and Financial Advisors
Member

Peoria Heights Chamber of Commerce
Vice President

Licenses

FINRA Licenses
Series 7
Series 66

Insurance Licenses
Life & Annuity
Illinois & California

Education

Cannon Trust School
Certified Trust Fiduciary Advisor (CTFA)

Millikin University
Bachelor's Degree in
Business Management
Graduated Cum Laude

your life's work deserves attention to detail.

We understand the importance of
developing a strategy and seeing it through. Through good times and bad, being steadfast in your financial plan is a must; we'll create a customized plan, tailored to your specific needs.

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