Wealth Management Resource Team

Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Resource Team helps our clients explore tax and financial planning options available and most appropriate for their unique financial situation.

Senior Vice President, Tax & Financial Planning Specialist Team Lead

Assistant Vice President, Financial Planning Specialist

Officer,
Financial Planning Specialist

Vice President,
Tax Specialist

Senior Vice President, Tax & Financial Planning Specialist Team Lead 217.351.2837

Kathleen has been in the financial services industry for more than 30 years. She focuses her time and efforts in the Tax and Financial Planning areas of Busey Wealth Management.

Kathleen, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a member of the Eastern Illinois Estate Planning Council. Kathleen received her degree from the University of Illinois at Urbana-Champaign in Accountancy.

Assistant Vice President, Financial Planning Specialist | 217.351.6604

Dries has been in the financial industry since 2013 when he arrived in the US. He works closely with financial and wealth advisors to create financial plans for clients, analyzing their finances and helping them navigate their financial path.

Born and raised in Belgium, Dries received his undergraduate degree in Japanese Studies at the Catholic University of Leuven before attaining his Master's Degree in Journalism from Doshisha University. He currently resides in Champaign with his wife and family.

Email:
Dries.Durnez@Busey.com

John Frerichs, CFP^®

Officer, Financial Planning Specialist | 217.365.4915

As a Financial Planning Specialist at Busey, John works closely with clients to help them align their financial decisions with their personal goals and values. He is passionate about helping individuals and families gain clarity and confidence in their financial futures through a holistic, individualized approach to financial planning. By considering every aspect of a client’s financial picture, John empowers them to make informed decisions about their money and get the most out of their lives.

A Certified Financial Planner®, he brings both technical expertise and a client-first mindset to his role. He finds deep fulfillment in building lasting relationships with each client and creating personalized strategies that reflect what matters most to them.

John holds a Bachelor of Science in Finance from the University of Illinois.

Email:
John.Frerichs@Busey.com

Vice President, Tax Specialist | 217.351.2825

Cassie has been in the financial industry for over five years. Within her role, Cassie collaborates closely with wealth advisors to meet clients' tax needs. She is responsible for conducting tax research and various aspects of tax reporting including the preparation of trust, personal and charitable tax returns for clients.

Cassie has been in the community since 2013, where she lives with her husband, Jeff. She moved to the states, from China, to attend the University of Illinois where she attained her Bachelor of Accounting, followed by her Master of Science in Accountancy.