At Connections Financial Advisors, we know our greatest
asset is the first-rate team who serves you.
Our professionals undergo rigorous training, complete annual education requirements, and have obtained advanced certifications—all with the goal of providing the highest quality of advice available to you and your family. In addition, we support you with a team approach to ensure you receive the best of our combined knowledge and experience.
Joseph Globensky, RFC®
As a Financial Advisor with our firm, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. Joe has been passionate about investing since the age of twelve, when he began following the market and tracking would-be investments. This early interest developed into a lifelong calling; he has been active in the financial services industry for the past two—and—a—half decades. Today, his knowledge and experience guides clients and their families to implement customized retirement strategies through objective investment advice and honest, personable relationships.
K. Bridget Schneider, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™ Bridget Schneider has decades of experience in financial services, but her foremost love remains forming and explaining financial plans to others. Since most clients who engage in financial planning don’t know what they don’t know about finances, Bridget’s deep listening skills and her gift for identifying unseen financial angles enable her to deftly evaluate situations and form powerful customized plans. She can map your life needs and goals to a prolonged program of high-quality options, then help you make critical choices.
Client Service Associate
Heather is a Client Service Associate with Connections Financial Advisors. She assists both clients and advisors in the office and is committed to providing excellent customer service, whether that means processing client paperwork or handling day to day operations.
After graduating from Eastern Illinois University in 2008, she gained experience working in various types of financial services businesses. Since joining our firm, she has earned her designation as a Registered Paraplanner (November 2015). She is recently married and loves being outdoors with her dog, Sarita, and spending time with her family, including her new nephew.
Client Service Associate
As a Client Service Associate, Sonja works with the entire Connections Financial Advisors team to ensure the office runs smoothly. Her responsibilities include scheduling client appointments and coordinating special events.
Prior to joining us, Sonja served as an office manager in insurance and financial services companies for more than two decades. She enjoys building long-term relationships with clients and keeping up to date on industry changes.
Sonja is a Hartsburg, Illinois native. She is married with three grown daughters.
As top independent financial advisors, our aim is to help secure your financial future and make your life a little easier.
“Hard work works harder than luck!”
― Germany Kent
604 N Union St Ste 1
Lincoln, IL 62656
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