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 Financial Partner
At PalomarWealth, we believe transparency is key. We offer a range of services to help our clients plan and manage their finances effectively. Our team of financial professionals is dedicated to providing personalized advice tailored to each individual's unique needs. We pride ourselves on being upfront and honest about our fees and services, to help our clients feel confident and informed throughout the entire process.
Whether you're looking to invest, save for retirement, or simply get a better handle on your finances, we're here to help.
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.