Meet The Team
The team behind Tremont First Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Raymond (Ed) Whitaker, CLU®, CHFC®, LUTCF® Investment Adviser Representative
Ed has been in the insurance and financial services industry since 1979. He is licensed to offer a wide range of financial and retirement planning solutions and prides himself on a results-focused approach. He is held to the fiduciary standard of care, which means he is bound by law to put his clients’ best financial interests ahead of his own when providing investment advice. When making insurance recommendations, the regulatory standard that applies is the suitability standard, which means that the recommendation meets your needs and objectives.
“My goal is to stay in step with your changing objectives, the availability of new concepts, varying conditions in the financial markets and changes in tax law,” Ed says. “My primary focus is working with clients who are approaching or beginning retirement. Over the years, it has been my pleasure to work with local retirees of such companies as Caterpillar and Keystone, as well as business owners, medical professionals and corporate executives.”
Ed also has proudly served clients of The First National Bank in Tremont since 1997. His affiliation with the bank began when he was asked to establish and manage a financial services division to provide customers with convenient and wide-ranging financial consultations.
A graduate of Bradley University, Ed’s professional designations include Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Life Underwriter Training Council Fellow® (LUTCF®).
Active in the community, Ed is on the board of the Dirksen Congressional Library Board. In the past, he served on the Pekin Police Pension Board and was a board member for the Pekin Boys and Girls Club.
A Pekin resident since 1957, Ed and his wife, Kim, have two adult children, Nicklaus and Samantha, and three grandchildren, Parker and Eva. A competitive golfer, Ed has won the Pekin City title seven times and finished in the top 10 in the Illinois State Amateur four times. In 2014, Ed won the title of Illinois Senior State Amateur.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.