My Team

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Brooke L Donnelly

Brooke L Donnelly

Financial Representative Assistant
Office 309-306-7506

Brooke Donnelly joined John’s team as an Associate Financial Representative in January of 2021. Brooke brings over 6 years of previous experience supporting wealth management advisors in day to day operational activities. Brooke lives in Pekin with her husband Mark and three daughters. She enjoys spending her time outside of work watching her girls play sports, hiking, and traveling. You can reach Brooke via email at Brooke.Donnelly@nm.com and by phone at 309-306-7506.

 
Chris Bealmer

Chris Bealmer, CLU®

Director of Insurance Operations and Services
Office 309-306-7535

Chris Bealmer, CLU® has been an Associate Financial Representative with Northwestern Mutual since 2007, and joined John’s team in 2014.  Chris handles the insurance operations for our team including application processing and service requests.

 
Dane Zeller

Dane Zeller

Office 309-306-7532

Associate Financial Representative

 
Daniel Plantamura

Daniel Plantamura

Director of Planning
Office 309-306-7531

Daniel joined Northwestern Mutual as a Financial Representative Intern in the Spring of 2014. After two highly succesful years as an intern, he served as a Financial Representative, College Unit Director, and Director of Internship Development for Northwestern Mutual - Greater Peoria, before joining our team as Director of Planning in March 2019.

In his role as Director of Planning, Daniel ensures that each client who comes through our doors receives a comprehensive financial plan and has the confidence to implement it. Daniel graduated from Iowa State University, where he was named a John Pappajohn Entrepreneurial Scholar, with a degree in Business Management in 2016. Daniel holds his Series 6, 7, 63, and 65 Securities Licenses, in addition to Life and Health Licenses.

Outside of the office, Daniel is heavily involved in the sport of swimming and is an avid Iowa State Cyclones basketball fan. Daniel and his wife, Lyndsey, enjoy spending their time with family and friends, exploring Peoria's local markets and restaurants, and exercising at Peoria's Riverplex. 

 
Sarah Hooley

Sarah Hooley, AAMS®

Director of Wealth Management Services
Office 309-306-7534
Fax 309-306-7534

Sarah Hooley, AAMS® is the Executive Assistant and Associate Wealth Management Advisor to John Dill.  Previous to joining John´s team, Sarah worked in JP Morgan´s Private Client Group assisting high net worth clients with their investment and trust needs.  Sarah has earned the designation of Accredited Asset Management Specialist.

 
Mateusz S Koszarek

Mateusz S Koszarek

Financial Advisor
Office 309-693-0800

Mateusz (Mat) was born and raised in a Polish household in the Chicagoland area, spending the latter years of his childhood in Lemont, IL. As the first one from his family to do so, he graduated Summa Cum Laude from Bradley in May of 2016.

Before joining our team in May of 2022 as a Lead Financial Advisor, Mat joined Northwestern Mutual in the Spring of 2015 as a Financial Representative Intern. Upon graduating from Bradley, he began his career as a Financial Advisor and served as the College Unit Director for Northwestern Mutual – Greater Peoria. Mat has acquired the Series 6 and 63 Securities Licenses, Life and Health Licenses, and has expanded his guidance across 25 states. He is passionate to coach and mentor his clients to implement a well-rounded financial plan.

Outside of the office, Mat spends his time serving his family as a husband and father. He’s married to Trish since January 2017 and they have been blessed with 3 children. On the side, being active in the music community as a percussionist is a continued passion of his. He performs regularly in the Peoria area.

 
John E Dill

John E Dill, CFP®, CLU®, ChFC®, AAMS®, WMCP®

Wealth Management Advisor

 

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