Our Team

Rik Stone is the Director of Operations. He has a degree of Bachelor of Science in Business Administration from Illinois State University in Normal, Illinois. He is a graduate of the College for Financial Planning in Denver, Colorado and is a CERTIFIED FINANCIAL PLANNER™ certificant.  He resides in Pleasant Plains, Illinois with his wife Tammy.

Mr. Stone was past Secretary of the Central Illinois Chapter of the Financial Planning Association (FPA).  Organizational memberships include Illinois State University Alumni Association, Sangamon Valley Estate Planning Council and The Greater Springfield Chamber of Commerce.  He has also participated in many fund raising activities for other various local charitable organizations and is active in his church.

Mr. Stone has conducted over 1500 seminars and workshops throughout the Midwest on various topics regarding retirement, estate and investment Planning. He was selected to be in the Springfield Business Journal’s “Forty Under 40” 2001 class.  He was also selected to be the subject of a biography in Marquis Who's Who in Finance and Industry 1991 - 1992, edition.  He has been featured in local newspaper columns and on Springfield area radio and television stations. 

Morgan Stone Padget was born and raised in Springfield, Illinois. She attended Pleasant Plains High School and University of Missouri-Columbia where she received her undergraduate Degree in Business Administration. Morgan is also a graduate of the College for Financial Planning in Denver, Colorado and is a CERTIFIED FINANCIAL PLANNER™ Certificant. She resides in Springfield, IL with her husband Brendan.

Morgan started her career working for Levi, Ray & Shoup, Inc. in the Consulting Services department. After a few years, she took the opportunity to obtain a job in the personal finance industry. Morgan has worked for the past few years for financial advisory firms and banks within the St. Louis and Springfield marketplace. She is active within the community. Morgan is the Regional Council Chair for the Make-A-Wish foundation in Springfield, Illinois. She's a member of Illini Country Club and Piper Glen Golf Course and is also a participant in the Illinois Women’s Golf Association.

Lanae Gordon is an Administrative Assistant with Robert Gordon & Associates, Inc. 

She is responsible for client communications, back-office operations and planner assistance. She also has an integral part in the firm’s quarterly newsletter, billing and daily office operations. She has been with the firm since 2007.