Andrew T Felix
Andrew T Felix
Financial Advisor
(309) 633-7479
825 S Detroit Ave
Morton, IL 61550
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341 Fifth Street
Lincoln, IL 62656
By Appointment Only
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My Background

Helping you reach your financial goals is my number one priority. Working together, I will help you develop a plan that aligns with your specific needs, comfort level and time-horizon. Whether just beginning or building on an existing plan, we can develop a strategy that will help you build, protect, use and transfer assets in the most advantageous way. Periodically, we will review your goals and plans and make adjustments as you see fit.

My Education . . .

  • In addition to being FINRA registered to sell securities, I hold a State of Illinois license for Life & Health insurance with long-term care insurance certification. As a former administrator at Washington Christian Village, a skilled nursing home and retirement village for nearly 20 years, I have a better understanding of the emotional and financial consequences that take place when long-term care is needed. 

Career Highlights . . .

  • Named to the 2014 President’s Council with CUNA Mutual Group for the sale of life insurance.

Personal . . .

  • Away from the job, I enjoy spending time with my wife of 37 years and our family, including 6 grandchildren. Hobbies include woodworking, raising finches and cheering the Chicago Cubs. I serve in leadership in a variety of capacities at our church.

Professional Services
  • Education Funding
  • General Investment Management
  • Retirement Planning
  • Long Term Care Insurance
  • Financial and Insurance Planning
  • Life Insurance Planning