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Fin Services Crop

Financial Services

About Us

To best serve you, Byron Financial Services has three offices that have full or part-time representatives. Call and make an appointment today!

Meet Our Financial Services Team

Profile

Gene Hartzell

Certified Financial Planner

Gene Hartzell has been offering financial services in the Northern Illinois area since 1970, following the footsteps of his father. Gene has worked with investment securities since 1984 and achieved his CFP®, CERTIFIED FINANCIAL PLANNER designation in 1993. He has been with BFS since 1989. Gene works in the areas of investment planning and with all types of retirement plans, as well as business and estate planning. He has his Series 6, 65 and 24 licenses. Gene helps with coordinating Social Security filing options and other life income sources. He and his wife make their home in Dixon.

[email protected]

815-234-4075

Profile

Chris Martin

Investment Consultant

Chris Martin, a lifelong resident of Oregon, has been with BFS since 2001. Before joining us, Chris assisted several companies with establishing their financial services programs along with establishing their mutual fund offerings. He served as County Treasurer of Ogle County for 21 years and as a trustee for the Illinois Municipal Retirement Fund for ten years. He and his wife, enjoy traveling with family and friends. He is a board member of the Village of Progress Foundation, Community ART Legacy, and is on the Pension Committee of the Sinnissippi Centers. He has his Series, 7, 63, and 65 licenses. Working out of our Oregon and Davis Junction offices, Chris focuses on Managed Accounts, 401k rollovers, IMRF and TRS accounts.

[email protected]

815-732-1528

Profile

Dan Leonard

Investment Consultant

Dan Leonard, CFA® started his career with Byron Bank in 2003. He graduated from Byron High School and Northern Illinois University with a degree in Finance and is a holder of the right to use the Chartered Financial Analyst (CFA®) designation. Dan’s expertise is in financial planning, college funding, managed accounts and investment allocation. He currently holds his series 7 and 66 licenses. Dan serves on the board of Serenity Home & Hospice Foundation. When he's not helping clients realize their financial goals, he enjoys spending time with his family and tinkering in his woodshop. 

[email protected]

815-234-4075

Profile

Michael Oberheim

LPL Financial Advisor

Michael Oberheim started his career in the financial services industry in 2007. Mike works directly with clients to help them achieve their financial goals through comprehensive financial planning. He has experience in estate planning, investment management, retirement planning, risk management and tax planning. He earned his Bachelor's Degree in Business Administration from Illinois State University. He currently holds his Series 7, 63 and 65 securities licenses. Mike and his wife, Julie, have one son and live in Boone County. When not in the office, Mike enjoys spending time with family and friends, coaching youth sports and playing golf. 

[email protected]

815-299-8623

Profile

Erma Young

Operations Manager

Erma Young is the Operations Manager for the entire agency, managing both our Byron and Oregon office locations. She splits her time between the Byron and Oregon offices and is a key person in the LPL operations. Erma has been with BFS since 2008. She received her life and health insurance license in 2012. A thirteen year resident of Davis Junction, she has strong ties to the area with three grandchildren who graduated from the Stillman Valley school district.

[email protected]

815-234-6053

Profile

Beth Paul

Financial Services Office Assistant

Elizabeth (Beth) Paul is our newest team member, joining Byron Financial Services in April 2017. She comes to us with a background in processing insurance policies after underwriting and is a good fit for us. Her duties include day to day operations of our Byron Office as a receptionist and processing new account applications with a focus on insurance accounts. 

Beth and her husband, Dwyane, reside in Forreston along with their family dog. They have three adult children. In her free time she enjoys sewing, crafting and spending time with family and friends. 

[email protected]

815-234-4075

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.