Who We Are
Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Our emphasis includes retirement, investment, educational savings, legacy, insurance and tax-efficient strategies.
Carl W. Zeidler, CFP,® MSFS Director of Financial Planning & Investment Services, Founder (WSFG)
Carl W. Zeidler, CFP,® MSFS Director of Financial Planning & Investment Services, Founder (WSFG)
Carl has been involved in the securities and insurance industries since 1975. He founded Wall Street Financial Group in 1988 and has offices in Carlinville, Champaign and Bourbonnais, Illinois, as well as in Memphis, Tennessee.
Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in Financial Services degree (MSFS) from The American College. Carl also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Chartered Advisor for Senior Living (CASL®).
An active member of the financial services industry, Carl is a member of the American Association of Independent Advisors (AAIA), the National Association for Fixed Annuities (NAFA), Financial Services Institute (FSI) and the National Association of Insurance and Financial Advisors (NAIFA), where he is a former president of the Central Illinois chapter. He is a 2012 graduate of the NAIFA’s Leadership in Life Institute (LILI) and currently serves as secretary/treasurer on the NAIFA State Board of Directors. Additionally, Carl also is a member of Ed Slott’s Elite IRA Advisor Group.*
Zach Gray, CRPC, LACP
Chief Retirement Strategist, Founder (NWM)
Zach Gray, CRPC, LACP Chief Retirement Strategist, Founder (NWM)
Zach Gray has worked in the insurance and financial services industry for over a decade. Zach established himself as a company leader working for a captive company right out of college. He then started exploring the path of becoming a fiduciary and building an ethical practice around his own morals, becoming independent thereafter.
He met his business partner, Carl Zeidler, through a Leadership in Life Institute (LILI) program in 2011, where they struck up a friendship and respect for each other’s practices. Realizing they shared a similar vision centered on always doing the right thing, the two grew their friendship through the sharing of ideas, strategies and passion for financial planning.
Zach has a bachelor’s degree in education from the University of Illinois, where he played football for the Fighting Illini. He has passed the Series 6, 63 and 65 securities exams and holds a license for property/casualty and life/health insurance in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.
Zach is most passionate about his family, including his wife, Jenna, and their daughters, Roh and Wynstin. In his free time, Zach enjoys spending time with his family and embracing his rural roots, whether at a cattle show or simply working around his cattle farm.
Our Staff
John Zeidler
Investment Adviser Representative
Lacy Barkley
Director of First Impressions
Sandra Bowman
Director of Client Relations
Cathy Lambeth
Director of Operations
Duke Smith
Investment Adviser Representative
Hilda Miranda
Director of Operations
Mary Smith
Director of First Impressions
Advisor Team
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@wallstreetfinancialgroup.org or call us at 800-303-9255 today!
*Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Carl Zeidler is an IRA distribution expert. Ed Slott is not affiliated with Wall Street Financial Group.
