Skip to main content

Working to make Dollars and
Sense of your investments

Located in Eagle Bank Building
2 S. Franklin Street
Glenwood, MN 56334

Phone: 320-634-3634

W. Jillian

Jillian has over 18 years of experience in wealth advisory services. Jillian has annually earned recognition for outstanding achievement from USAdvisors Network while serving clients in 27 states.

W. Jillian Link
Wealth Advisor

Lisa Berg

Lisa has over 15 years of experience in the financial services industry as an Administrative Assistant/Para Planner. Lisa assists the Advisor and Clients to help provide solutions and solve issues. She holds her Series 7 and Series 66 licenses.

Lisa D. Berg
Administrative Assistant

Annuities and Insurance Products are guaranteed, underwritten, and issued exclusively by the respective insurance companies. Penalties may apply for early withdrawal.

Securities offered through Securities America, Inc., Member FINRA/SIPC, 1-800-747-6111. Advisory services offered through Securities America Advisors, Inc., Eagle Financial Services and Eagle Bank are not affiliated with the Securities America Companies.

Not FDIC Insured – No Bank Guarantees – May Lose Value - Not a Deposit - Not Insured by Any Federal Government Agency