About Us


Since 2004 Josh Westerfield has been helping individuals and business owners plan for retirement. Starting off his career in financial services at JP Morgan Chase and learning the basics of investing at Edward Jones, Josh developed a broad knowledge of all bank and investment services for individuals and business owners while helping them plan for their current and future retirement needs. 

In 2010 Josh Westerfield joined LPL Financial the nation’s largest independent broker dealer (As reported by Financial Planning magazine, September 2018, based on total reps and revenue).  Being an independent advisor Josh Westerfield is able to provide his clients with objective, unbiased investment advice that addresses his client’s needs because LPL Financial does not offer any proprietary products. 

Josh Westerfield believes as a financial advisor his purpose is to help people get started preparing for retirement and keep going so they can protect their loved ones and what they have worked so hard to build. He concentrates his business on individuals, families, and business owners who also share the same vision of saving for retirement and protecting their loved ones by making the necessary long term plans needed to do so. As an independent advisor with LPL Financial Josh has a comprehensive range of investment management services and solutions including: low cost robo advisor accounts, financial planning, investment management, sole proprietor and business retirement plans, alternative investments, stocks, municipal bonds, corporate bonds, government bonds, long term care and life insurance.

Josh Westerfield obtained his Bachelor of Science degree in Business Management from Taylor University. Josh holds the Series 7, 66, and life and health insurance license in Illinois which are held with LPL Financial.

Josh Westerfield resides in St. Charles, Illinois with his wife Jessica and their four children, Hunter Avery, Savannah and Noah.  During Josh’s free time he enjoys spending time with his family, watching his kids sporting events, fishing, serving in the community, and is an active member of his church.


Troy Zimmerman, AAMS

Troy began his advising career after graduating from Taylor University in 2003.  He holds the Series 7 and 66 securities registrations, held through LPL Financial, as well as his state life and health insurance license. In 2005, he earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.

Troy has served on numerous boards and committees and is passionate about giving back to his community.  

In 2016 Troy relocated to Charleston, South Carolina with his wife Cheryl and their four children.  

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