Our People


CLAYTON L. GEORGE, CPA/PFS
Investment Advisor Representative
Principal, Pacesetter Financial Group, LLC

Clayton George

Clayton George

A 1981 graduate of the University of Illinois at Springfield, with a Bachelor of Science degree in Accounting, Clayton passed the Certified Public Accountant (CPA) exam and received his CPA certificate in 1982. He joined Pacesetter Financial Group’s sister company, J. M. Abbott & Associates, Ltd. in 1983, and became a partner in 1998. Clayton works extensively in financial planning, income tax planning and estate tax planning.

Clayton has been an owner of Pacesetter Financial Group since its inception in 1997. In 2007, he became an Investment Advisor Representative, adding investment planning to his already extensive financial planning background. In 2008, he earned credentials as a Personal Financial Specialist (PFS). In addition to being the Managing Member of Pacesetter Financial Group, Clayton currently focuses on assisting clients with their wealth management goals, providing portfolio design, asset review, and portfolio rebalancing, alongside financial, income tax, and estate tax planning.


DEBRA A. CURRY, CPA
Member, Pacesetter Financial Group, LLC

Deb Curry

Deb Curry

A graduate of Illinois State University, Deb received a Bachelor of Science degree in Accounting and her CPA certificate in 1979. She joined J. M. Abbott & Associates, Ltd., in 1980, and became a partner in 1998. As the firm’s audit and accounting manager, Deb is responsible for audit and accounting services provided to the company’s governmental, non-for-profit, and business clients.

Deb has been an owner of Pacesetter Financial Group, LLC since its inception in 1997.
 

 

 


ANDREW M. FITZPATRICK, CPA
Investment Advisor Representative
Chief Operations Officer, Pacesetter Financial Group, LLC

Andy Fitzpatrick

A graduate of Illinois State University, Andy received a Bachelor of Science degree in Financial Accounting, with a Minor in Construction Management in 2006. Following graduation, he worked as a Staff Accountant for Sulaski & Webb, CPAs, focusing on the areas of audit and tax.

Since joining J.M. Abbott & Associates, Ltd. and Pacesetter Financial Group in 2007, Andy continues his work in audit and tax, and has added financial and investment planning and investment advisory compliance to his areas of expertise. In 2009, Andy became registered as an Investment Advisor Representative, expanding his ability to provide clients with various types of financial planning and wealth management services.  In 2013, Andy took on extensive responsibility for Pacesetter’s operations by adding the role of Chief Operations Officer to his planning and advisory position.


KRISTEN R.M. LANNING, CFP®
Investment Advisor Representative
Chief Compliance Officer, Pacesetter Financial Group, LLC

Kristen Lanning

Kristen received her Bachelor of Arts Degree in Finance, Magna Cum Laude, from the University of Illinois at Urbana-Champaign in 1995. Prior to joining J. M. Abbott & Associates, Ltd. in 2001, she worked as a Corporate Financial Analyst for Ford Motor Company in Dearborn, Michigan.

In 2001, Kristen began working for Pacesetter Financial Group assisting with investment analysis and back-office processing. In 2004, she became an Investment Advisor Representative, focusing on client portfolio and asset allocation review, investment process and portfolio development, portfolio rebalancing, and compliance issues. In 2006, Kristen added the role of of Chief Compliance Officer to her investment advisory position, and in 2009, she achieved certification as a Certified Financial Planner™ Practitioner.


WADE A. KAESEBIER, CPA, Investment Advisor Representative
Pacesetter Financial Group, LLC

Wade Kaesebier

Wade received a Bachelor of Science degree in Accountancy in 2005 from the University of Illinois at Springfield.  After graduation, he worked as a Staff Accountant for Freeman Energy in Springfield, Illinois, focusing on accounting and reporting.

Wade joined J.M. Abbott & Associates and Pacesetter Financial Group in 2007, diversifying his accounting and financial planning experience.  In 2009, Wade earned a Master of Arts degree in Accountancy from the University of Illinois at Springfield; and in 2011, he became registered as an Investment Advisor Representative.  Wade currently focuses on tax planning, retirement planning, and other aspects of financial planning for both individuals and businesses.
 


IMPORTANT DEFINITIONS

Investment Advisor Representative (IAR) – A person who represents a Registered Investment Advisory firm in performing client advisory services. IARs are required to register annually with the state(s) in which they practice, after having fulfilled that state(s)’s educational and/or testing requirements.

Certified Public Accountant (CPA) – A person who has received state certification to practice accounting.  In order to achieve certification, an individual must complete education and experience requirements, and pass all parts of the uniform CPA examination administered by the American Institute of Certified Public Accountants.  Continuing education is required to maintain this certification.

Personal Financial Specialist (PFS) – A Certified Public Accountant who has met additional education, testing, and experience requirements in the field of personal financial planning. The areas of expertise are in taxes, estate planning, investments, insurance, retirement planning, and college funding. The PFS designation is conferred by the American Institute of Certified Public Accountants.  Continuing education is required to maintain this credential.

Certified Financial Planner™ (CFP®) Practitioner – A person who has met the experience and ethical requirements of the Certified Financial Planner Board of Standards (CFP Board), has successfully completed financial planning coursework, and has passed the CFP® Certification Examination.  Areas of expertise include the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  Continuing education is required to maintain this certification.