Christian Values
PalomarWealth is built upon the foundation of Christian values, purpose, and stewardship to guide clients to lead a life of significance. Our clients are unique and have their own distinctive challenges. Our team continues to be inspired by the call to provide actionable plans that simplify complex situations while educating clients and removing confusion from the financial planning process.
The Palomar Knot
Our practice name, PalomarWealth, is based on a simple fishing knot that symbolizes the secure bond between our clients and our team. One of the strongest and most effective knots, the Palomar knot illustrates simplicity and strength simultaneously. Helping others succeed, increasing financial security, enabling clients to reach their goals, and creating ways for them to contribute to the causes and communities important to them is our primary purpose.
An Experienced Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Your Dreams. Our Strategies.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Wealth Advisor | CEO
Keith Hubble, Wealth Advisor | CEO
President & CEO
309-691-9696
keith.hubble@palomarwealth.com
Since 1995, Keith has had the privilege of working with clients who invest their time, talents, and resources in their families and the communities where they live....
Advisor Team
Matt Rupert, CPA*, ChFC® | Advisor | Director of Research
Advisor | Director of Research
309-691-9696
Kelly Holloway, CFP® | Advisor | Director of Client Engagement
Advisor | Director of Client Engagement
309-691-9696
Support Team
Your Goals. Our Process.
A secure bond between our team and your family can help strengthen your financial future.
We begin by learning what your priorities are and then we simply listen. We ask questions to better understand your financial perspective. Listening is a core value that we employ in our practice. By listening we discover what wealth means to you, creating a high-value, advice-driven relationship as your partner in your financial journey.
We collaborate together to create recommendations and strategies designed to help bring you financial success. We work with individuals and families from a diverse blend of backgrounds and a broad range of professions; from small businesses to farming, to the manufacturing industries.
We create individual, unique, and custom financial solutions. Our team monitors your investments and meets with you regularly to help ensure you are navigating the right course toward a healthy financial future.
Thrivent Advisor Network builds on the 100-year heritage of Thrivent. Together we partner with Thrivent to help you achieve financial clarity, make the most of everything you’ve been given, and live your life full of meaning and gratitude.