Planned Giving
Meet the Staff
Midwestern Securities Trading Company
300 E. Washington St., Suite 3East Peoria, IL 61611
Telephone: 309-699-6786
Our Staff
Cal Lyons, Charitable Giving Program Coordinator, Financial AdvisorPhone: 800-732-8601 Email: [email protected]
Cal Lyons is an experienced financial consultant. A graduate of Judson University in Elgin, Ill., Cal has his FINRA Series 7 and 66 licenses and his state insurance licenses. He has 11 years of experience as a financial consultant and 16 years of experience as a college administrator. As a college vice president, Cal earned the Certified Fund Raising Executive (CFRE) certification and led efforts to raise millions of dollars for scholarships, endowments and capital building campaigns. He is uniquely qualified to address issues that are relevant to individuals who are charitably minded, and for organizations looking to use enhanced financial giving strategies for their donors.
When Cal was in his mid-30s, he took a look at his life and realized he hadn't saved up any money for his young children's college educations or for his own future retirement. That is when he decided to become a financial consultant so he could help other people in a similar position get a handle on their financial future. Now he helps clients in a variety of situations work toward achieving their unique financial goals.
Cal was raised in Hanna City, Ill. He now lives in Eureka, Ill., with his wife, Joni. He has three married daughters and five wonderful grandchildren. Cal serves his community as the immediate past-president of the Peoria Sunrise Rotary and recently served on the Peoria Heights Chamber of Commerce Board. He and his wife are also active in their church.
In his spare time, Cal likes to get outdoors and spend time with his family. He is also a die-hard St. Louis Cardinals fan and enjoys taking in a game whenever he gets the chance.
Michael Graham, CFP®, Wealth Management Consultant
Phone: 800-732-8601 Email: [email protected]
Michael Graham, CFP® has been in the financial services industry since 1996. He is an alumnus of Loras College in Dubuque, Iowa. He obtained his securities licensing soon after graduation. He then joined his father, John, at John Graham & Associates, Inc. (JGA) as a registered representative. Mike now serves as President of JGA.
He completed the Certified Financial Planner® education program and passed the accompanying board exam in the spring of 2000. He has seven professional licenses. Mike was a driving force in the formation of Midwestern Securities Trading Company, LLC (MSTC) in 1999.
Mike was raised in Metamora, Ill., and now resides in East Peoria with his wife, Stacey, and two sons. He enjoys spending time with his family, learning Tae Kwon Do with his sons, bike riding, and staying in shape with CrossFit. Mike is very involved in his community. He has served as president of the East Peoria Chamber of Commerce; was recognized in 40 Leaders Under 40 Class of 2007; served on the Roanoke-Benson CUSD 60 School Board; and served as president of the Pediatric Resource Center Board. He also enjoys attending church services with his family.
Natalie Livingston, Communications Director
Phone: 800-732-8601 Email: [email protected]