Our Team
Home Office
PR Wealth Management Group, Inc.
990 Avenue of the Cities #4
East Moline, IL 61244, USA
Quad Cities Branch
David Perry, MBA, AIF®, CFS
Co-Founder and Managing Director
David, a co-founder of PR Wealth Management graduated Northern Illinois University with a Bachelor of Science degree in Finance in 1992 and Saint Ambrose University with a Master of Business Administration degree with an emphasis in finance in 1994. Prior to co-founding PR Wealth Management Group he worked with a national financial planning firm. In 2010 David earned the CFS designation (Certified Fund Specialist) from the Institute of Business and Finance. In 2016 David earned the Accredited Investment Fiduciary (AIF Designation) From fi360. He currently resides in Moline, Il where he enjoys, golfing, attending his children’s extra-curricular activities, and spending time with his wife Amy and their three children.
David Perry, MBA, AIF®, CFS
Co-Founder and Managing Director
David, a co-founder of PR Wealth Management graduated Northern Illinois University with a Bachelor of Science degree in Finance in 1992 and Saint Ambrose University with a Master of Business Administration degree with an emphasis in finance in 1994. Prior to co-founding PR Wealth Management Group he worked with a national financial planning firm. In 2010 David earned the CFS designation (Certified Fund Specialist) from the Institute of Business and Finance. In 2016 David earned the Accredited Investment Fiduciary (AIF Designation) From fi360. He currently resides in Moline, Il where he enjoys, golfing, attending his children’s extra-curricular activities, and spending time with his wife Amy and their three children.
Joshua Robinson, MSFS, AIF®, CFS
Co-Founder and Managing Director
Joshua, a co-founder of PR Wealth Management Group, Inc., has spent his post collegiate career serving clients in the financial services industry. Joshua attended Greenville College and majored in Business Administration, and is a graduate of The Institute of Business and Finance where he earned the MSFS (Masters of Science in Financial Services). Joshua holds the CFS (Certified Fund Specialist) designation from IBF, earned the Accredited Investment Fiduciary (AIF Designation) from fi360 in 2016, and is a member of the Quad City Estate Planning Council. Joshua resides in Moline, Il, and he and his family attend Harvest Bible Chapel in Davenport. Joshua enjoys golfing and grilling, and most importantly spending time with his wife Shanna, their daughter and son, and the family Rhodesian Ridgeback, Maximus.
Joshua Robinson, MSFS, AIF®, CFS
Co-Founder and Managing Director
Joshua, a co-founder of PR Wealth Management Group, Inc., has spent his post collegiate career serving clients in the financial services industry. Joshua attended Greenville College and majored in Business Administration, and is a graduate of The Institute of Business and Finance where he earned the MSFS (Masters of Science in Financial Services). Joshua holds the CFS (Certified Fund Specialist) designation from IBF, earned the Accredited Investment Fiduciary (AIF Designation) from fi360 in 2016, and is a member of the Quad City Estate Planning Council. Joshua resides in Moline, Il, and he and his family attend Harvest Bible Chapel in Davenport. Joshua enjoys golfing and grilling, and most importantly spending time with his wife Shanna, their daughter and son, and the family Rhodesian Ridgeback, Maximus.
Ginella Adlfinger
Client Services
Ginella is a Client Services Associate. She has a background as a legal assistant in various law firms for over eleven years. Ginella was born and raised in Moline, IL where she still resides with her husband Ryan, two beautiful daughters, and Labrador retriever Wyatt.
Ginella Adlfinger
Client Services
Ginella is a Client Services Associate. She has a background as a legal assistant in various law firms for over eleven years. Ginella was born and raised in Moline, IL where she still resides with her husband Ryan, two beautiful daughters, and Labrador retriever Wyatt.
Las Vegas Branch
Legacy Wealth Management Group
8235 S Eastern Ave #160
Las Vegas, NV 89123, USA
Las Vegas Branch
Greg Feese, CRPC®
Founder and Financial Advisor
Greg is now the Managing Director & Financial Advisor at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Greg has over 11 years of industry experience and partnered with PR Wealth Management Group in 2016 where he chose to become a fiduciary for his clients. Greg believes in building a lasting relationship with his clients, a true professional partnership that can give a piece of mind during all stages of financial planning. Greg entered the financial services industry after seeing so many friends and family struggle financially and make poor decisions, he is driven to ensure his clients don’t make some of those same mistakes. Greg and his firm centers the practice around it’s core values and it’s firms guiding principals. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Greg Feese, CRPC®
Founder and Financial Advisor
Greg is now the Managing Director & Financial Advisor at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Greg has over 11 years of industry experience and partnered with PR Wealth Management Group in 2016 where he chose to become a fiduciary for his clients. Greg believes in building a lasting relationship with his clients, a true professional partnership that can give a piece of mind during all stages of financial planning. Greg entered the financial services industry after seeing so many friends and family struggle financially and make poor decisions, he is driven to ensure his clients don’t make some of those same mistakes. Greg and his firm centers the practice around it’s core values and it’s firms guiding principals. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Mark Bailey
Financial Advisor
Mark was in the Investment and Insurance industry for 5 years before joining Legacy Wealth Management in 2017. As a Financial Advisor who always acts in the best interest of the client, he understands that each individual has different goals, objectives, resources and timelines. Mark and his team are able to create customized strategies to help business owners, professionals and families in their efforts to save for retirement and grow wealth, as well as protect their assets. Mark understands the importance of connecting with his clients and building trust and quality relationships. Having a financial advisor you can trust, one who will always put your interests first is important when building a comprehensive financial plan for you and your legacy.
Mark Bailey
Financial Advisor
Mark was in the Investment and Insurance industry for 5 years before joining Legacy Wealth Management in 2017. As a Financial Advisor who always acts in the best interest of the client, he understands that each individual has different goals, objectives, resources and timelines. Mark and his team are able to create customized strategies to help business owners, professionals and families in their efforts to save for retirement and grow wealth, as well as protect their assets. Mark understands the importance of connecting with his clients and building trust and quality relationships. Having a financial advisor you can trust, one who will always put your interests first is important when building a comprehensive financial plan for you and your legacy.
Donna Deluca
Client Relations Manager
Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT. Donna’s primary role is to support LWM’s client servicing efforts, provide client communications through each phase of the process and oversee day to day operations in the office. She meets new potential clients and assists clients during the on boarding process, facilitating the preparation of client forms, financial plan preparation, continuation of implementation of plan and documentation. She continues to service client requests and coordinates meetings with clients and advisors. Donna is dedicated to both the success Legacy Wealth Management and our clients and provides support.
Donna Deluca
Client Relations Manager
Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT. Donna’s primary role is to support LWM’s client servicing efforts, provide client communications through each phase of the process and oversee day to day operations in the office. She meets new potential clients and assists clients during the on boarding process, facilitating the preparation of client forms, financial plan preparation, continuation of implementation of plan and documentation. She continues to service client requests and coordinates meetings with clients and advisors. Donna is dedicated to both the success Legacy Wealth Management and our clients and provides support.
Kiana Alexander
Executive Assistant
Kiana Alexander started her career with Legacy Wealth Management Group in 2017. She is the executive assistant to Financial Advisors Greg Feese, CRPC® & Mark Bailey. Kiana has over 2 years of customer service experience and is driven to exceed clients expectations. She handles preparation of clients presentations, assists with scheduling, client on boarding and assisting with on going client support.
Kiana Alexander
Executive Assistant
Kiana Alexander started her career with Legacy Wealth Management Group in 2017. She is the executive assistant to Financial Advisors Greg Feese, CRPC® & Mark Bailey. Kiana has over 2 years of customer service experience and is driven to exceed clients expectations. She handles preparation of clients presentations, assists with scheduling, client on boarding and assisting with on going client support.
Our Guiding Principles
Committed
Every client is unique and has different needs; knowing this at all times means we will work hard to understand our client’s individual goals & dreams and that we will never make a recommendation that is not in our clients best interest. Our commitment extends beyond finding a solution by truly being committed to our client’s lives.
Integrity
Integrity is not just an action we take occasionally, integrity is a character trait that our financial advisers are encouraged to develop every single day. We accomplish this by providing a level of service and always adding value to our clients in a way which cannot be bought or measured with money.
Courage and Discipline
We will always have the confidence to face the upcoming road that you, our client will face. When a financial challenge arises that you need to overcome to reach your goals, we will be right there by your side. We will create a sound financial plan and be committed to the end goal for every client.
Customer Focused
At PR Wealth Management, we know that behind every legacy, behind every investment account is a person or family that has needs, desires and expectations. This is why we strive to consistently be proactive in our daily approach toward each of our services.
Our Core Values
Act in the best interest of our clients
Integrity is the foundation of everything
Base investment strategies on proven academic & scientific methodology
Act in a way that is ethical and legal
Emphasize Financial Sustainability
Create opportunities for our people to contribute both to our success and their own
Contact Our Financial Advisers Today!
Contact Us
PR Wealth Management Group, Inc.
[email protected]
Office: 800.735.0991
Tel: 309.792.8291
990 Avenue of the Cities, Suite 4
East Moline, IL 61244
Location
PR Wealth Management Group, Inc.
PR Wealth Management Group
This website is a publication of PR Wealth Management Group, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
© Copyright 2017 PR Wealth Management Group Inc.
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