Private Client Banking Services

Achieving significant wealth comes with its own set of complexities. At Busey Wealth Management, we understand this and offer a comprehensive suite of financial services to streamline your financial affairs.

Our local team of professionals is dedicated to crafting personalized strategies for you, your family, and your business. As a Private Client, we seamlessly coordinate your financial goals, alleviating the burden of managing your finances while enhancing your security.

With Busey, you'll have one point of contact and access to all the resources you need. Let us guide you through the challenges of wealth accumulation, providing tailored solutions to meet your unique needs.

Illinois | Champaign County

201 West Main Street | Urbana, IL 61801 | 217.365.4800

Senior Vice President,
Wealth Management Managing Director

Vice President,
Private Client Manager

Assistant Vice President,
Private Client Manager

Vice President,
Private Client Manager

Illinois: Northern IL Counties

800 Waukegan Rd | Glenview, IL 60025 | 847. 832.0964
401 S Main Street | Naperville, IL 60540 | 630.696.4204

Vice President,
Private Client Manager

Illinois: McLean & Peoria Tri-Counties

2101 N. Veterans Pkwy. | Bloomington, IL 61704 | 309.661.8700
6699 N. Sheridan Road | Peoria IL 61614 | 309.215.1760

Vice President,
Private Client Manager

Officer,
Private Client Associate

Vice President,
Private Client Banking Manager

Illinois: Joliet/Morris

1400 Heritage Drive | Morris, IL 60450 | 815.705.9200

Vice President,
Private Client Manager

Illinois: Macon County

130 North Water Street | Decatur, IL 62523 | 217.425.8285

Assistant Vice President,
Private Client Associate

Indiana: Indianapolis

11550 N. Meridian St. Suite 100 | Carmel, IN 46032 | 317.705.9102

Senior Vice President,
Private Client Manager

Florida: Fort Myers/Red Cedar Drive

5246 Red Cedar Drive | Fort Myers, FL 33907 | 239.267.6655

Assistant Vice President,
Private Client Manager

Missouri: St. Louis

12300 Olive Blvd. | Creve Coeur, MO 63141 | 314.579.6446

Vice President,
Private Client Manager

Senior Vice President - Wealth Management Managing Director | 217.351.2252

As Wealth Management Managing Director, Jason leads the Champaign/Ford Market team of Private Wealth Advisors, Fiduciary Advisors and Financial Advisors. He and his team build generational relationships with clients through our full-service wealth management solutions.

Jason joined Busey in 2012 as a Private Client Manager. In 2014, he moved into the role of Private Client Regional Manager and in 2019 was promoted to Director of Private Client. In his most recent role, he oversaw all aspects of private banking—servicing the needs of high net-worth clients while expanding client relationships.

An integral part of the Champaign-Urbana community, Jason serves on the board of DREAAM, a non-profit organization providing service and support to help transform the lives of Black boys and young men from pre-k to college, and the LARB Homeowner’s Association. He earned his Bachelor's Degree in Management Information Systems from Southern Illinois University.

Shawna Ater

Vice President - Private Client Manager | 217.351.2735

With over a decade of experience in the wealth and financial industry, Shawna provides an exceptional level of service to her clients. She offers the highest level of personalized and comprehensive financial solutions by serving as single point of contact for all lines of business within the bank.

This role allows her to work with a team of professionals to provide seamless coordination of her clients’ financial goals, relieving them of the stress of coordinating their financial affairs while also working to enhance their financial security. Shawna is committed to helping her clients see their entire financial picture and does so in an effective, confidential and highly professional manner.

Shawna attended San Diego State University and focused on finance. Since moving to the area from California, in 2010, Shawna enjoys being involved in the community by volunteering and being active in her children’s school district.

Email:
shawna.ater@busey.com

Megin Case, WMS^TM

Assistant Vice President, Private Client Manager | 217.326.5235

Since joining Busey in 2018, Megin has provided service excellence to our customers in a variety of roles. In her current position, she uses her expertise to serve as a single point of contact for her clients, going above and beyond to ensure that their financial needs are being met.

A team player who strives to appreciate the unique interests of each client, she understands that they lead busy lives, and can thus benefit from wealth management services that are not only individualized and thorough, but also focused and efficient.

Megin obtained her Wealth Management Specialist^TM Certification in 2023 and is committed to meeting the unique needs of the clients she serves.

Email:
Megin.Case@Busey.com

Amy Lynn

Vice President - Private Client Manager | 217.365.4616

As a Private Client Manager at Busey, Amy is committed to providing top notch service to her clients. She wants them to feel confident no matter their reason for contacting her—she’ll take ownership of the issue and get them the help they need.

By providing concierge service to key clients, Amy addresses both personal and business financial needs. She began her banking career in 2011 and joined Busey in 2012 as a Universal Banker, continuing to expand her working knowledge of the financial industry with roles as a Personal Banker, Assistant Branch Manager and Treasury Management Portfolio Manager.

Amy believes in giving back to her community, including serving on the Board of Directors with Courage Connection, an organization providing shelter and supporting services to domestic violence victims and their families. In addition, she is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Liberal Arts and Harrington Institute of Interior Design with a Bachelor of Applied Arts.

Email:
Amy.Lynn@busey.com

Carol Limper

Vice President, Private Client Manager | 847.832.0823

With over 20 years of experience in the banking and financial arena, Carol has gained an extensive knowledge of the industry while staying focused on developing a deep understanding of each client’s unique financial needs.

Since joining Glenview State Bank—now Busey Bank—in 1999, Carol has been committed to providing the best service to her customers with honesty, integrity and expertise in all aspects of their financial goals. Her time as a Retail Banking Officer specializing in consumer and real estate loans further lends to her experience and understanding of the varied aspects of financial planning. By listening closely and truly understanding her clients’ needs, she’s able to ensure an elite level of service. From investment strategy & management, retirement planning, financial planning, estate and trust services, legacy planning—or a combination—Carol offers a streamlined, thoughtful approach.

Through her deep commitment to fostering and creating solid long-term relationships with our clients, Carol continues to live Busey’s vision of service excellence in everything we do.

Email:
Carol.Limper@Busey.com

Colette Palermo

Vice President, Private Client Manager | 630.789.4420

With over two decades of experience in the banking industry, Colette provides exceptional service by identifying beneficial opportunities for each client through a personalized, proactive and solution-focused approach. With our holistic financial planning process, she also works in partnership with fellow associates to provide a comprehensive outlook to further ensure best in class service.

Since joining the organization in 2010, Colette has served as both a Universal Banker and a Mortgage Originator—giving her valuable insight into the financial planning needs of others. Prior to her current role, she was a Service Manager in our Burr Ridge, IL, market for five years.

A native of the Northern Illinois region, Colette remains involved in her local communities by volunteering and actively engaging in various events—further supporting Busey’s mission of giving back to others and building trusted relationships that span generations.

Email:
Colette.Palermo@busey.com

Katherine Wills

Vice President & Private Client Manager | 309.834.1018

As Private Client Manager, Kathy is dedicated to providing an elite level of service designed around the unique needs of her clients. By serving as her clients' single point of contact, Kathy delivers seamless coordination of their goals reducing the complexities of their financial life.

A native to Bloomington-Normal, Kathy has almost 25 years of experience in the financial services industry. She enjoys giving back to her community by volunteering her time with various charitable organizations.

Email:
Kathy.Wills@busey.com

Kelly Brown

Officer, Private Client Associate I | 309.683.2356

Since joining the banking industry in 2015, Kelly has been committed to helping clients reach their financial goals. Starting with her retail experience as both a teller and a personal banker, she found immense satisfaction in contributing to the growth of others and finding the perfect solution for their unique situation.

As a Private Client Associate working in tandem with the Busey Wealth Management team, Kelly continues delivering top notch service to our clients—ensuring their financial objectives are not only met but exceeded in an accurate, efficient manner. A focused problem solver by nature, she is a firm believer in helping others achieve their goals by simplifying the complex and living up to Busey’s vision of service excellence in everything we do.

Email:
Kelly.Brown@busey.com

Vice President, Private Client Banking Manager | 309.495.4217

As Vice President – Private Client Banking Manager for Busey, Leslie Vallar provides concierge banking services to Busey Wealth Management and Busey Commercial Banking clients. With an extensive background in mortgage, lending and retail banking management, Leslie brings a wealth of knowledge and a client-first mindset to every interaction. She is dedicated to delivering holistic, real-world solutions that build trust and long-term relationships in order to provide a seamlessly effective experience for each client.

In addition to serving clients, Leslie leads business development and networking efforts for Busey Wealth Management in the Peoria, IL, market. She currently serves on the board of Goodwill Industries of Central Illinois, Junior Achievement of Central Illinois, METEC Resource Center and Blessed Sacrament Parish in Morton. In 2017, she was honored as a recipient Peoria Magazine’s 40 Leaders Under Forty award for her professionalism and commitment to community service.

Leslie holds a Bachelor of Science in Political Science and Economics from the University of Illinois.

Email:
Leslie.Vallar@Busey.com

Erin Nowacki

Vice President, Private Client Manager | 815.676.3377

Since joining the finance industry in 2005, Erin has held steadfast to her personal philosophy of putting her clients first. By providing an exceptional line of service to them, she offers the highest level of personalized and comprehensive financial solutions available to them. As a result of her actively listening to each client’s goals and ideas, Erin helps them achieve their dreams—for today and the future—and sees them through to the finish line.

Erin is actively involved with local not-for-profits and other community-focused organizations in the Joliet/Morris area. She and her husband, along with their two children, have made the community their home for more than a decade.

Email:
Erin.Nowacki@Busey.com

Kionia R. Taylor

Assistant Vice President, Private Client Associate II | 217.425.8244

With over 15 years of financial experience and a commitment to service excellence, Kionia partners with her clients to provide the support they need to reach their goals.

After joining Busey in 2018, she quickly moved into the role of service center manager and mentor to fellow associates before joining our Wealth Management team. As a result, she brings a wide variety of industry knowledge to each interaction. By thinking of her clients as family, Kionia provides a valued partnership and personalized experience that they have come to expect and deserve.

Email:
Kionia.Taylor@busey.com

Senior Vice President - Private Client Manager | 317.705.9113

In this role, Ashlie is responsible for prospecting and developing relationships with high-net-worth individuals and families in order to provide personalized and strategic wealth solutions. Her philosophy is centered on getting to know her clients so she can better understand their needs and goals, and then collaborate with them to create a unique, individualized plan that will help them achieve the best outcomes for their financial future.

Ashlie joined Busey in 2024 and brings nearly 17 years of financial services experience along with her, having most recently served as Vice President, Private Client Services with Elements Financial in Indianapolis. Outside of work, she has a history of being actively engaged in the greater Indianapolis community through her ongoing involvement with organizations such as the Hamilton County Leadership Academy and the local school system. She has also been involved with the Advance317 Indy Chamber Leadership Exchange, Indianapolis Zoo Associate Council and various campaigns for the Leukemia & Lymphoma Society.

Ashlie is NMLS certified, and has passed both the FINRA Series 7 and Series 66 exams. She holds a Bachelor of Arts in Advertising and Public Relations from Purdue University, as well as an MBA in Applied Management from Indiana Wesleyan University.

Email:

Ashlie.Dew@Busey.com

Megin Case, WMS^TM

Assistant Vice President, Private Client Manager | 217.326.5235

Megin obtained her Wealth Management Specialist^TM Certification in 2023 and is committed to meeting the unique needs of the clients she serves.

Email:
Megin.Case@Busey.com

Missy Pizzo

Vice President, Private Client Manager | 314.317.7341

With over 25 years of experience in the banking industry, Missy understands the unique needs of our clients. By getting to know them personally, she can help find the right solution for their unique financial needs.

She ensures they have direct access to the answers they need and can assist in a wide range of Busey’s service—from opening new accounts and setting up online banking access to providing personal loans and financial planning/wealth services.

Missy joined Busey in 2007 as a Sales and Service Manager before quickly moving into the role of Backup Teller Supervisor. In 2012, she was named Assistant Branch Manager and subsequently became the Market Manager before joining the Busey Wealth Management team.

Email:

Melissa.Pizzo@busey.com