Our People

Clayton

Clayton L. George, CPA/PFS

Investment Advisor Representative

Principal, Pacesetter Financial Group, LLC


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 1994.

Clayton has been an owner of Pacesetter Financial Group since its inception in 1997. In 2008, he earned credentials as a Personal Financial Specialist (PFS). As an Investment Advisor Representative (IAR) and PFS, Clayton assists clients with their investment planning by providing custom portfolio designs and strategies that complement the needs and goals of each individual client from the accumulation phase through the legacy phase of wealth management. Being the Managing Member of Pacesetter Financial Group, Clayton's primary responsibility is to ensure that the financial plans are integrated with the income tax, retirement and estate plans to deliver the total wealth management experience that the firm's clients deserve.

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Debra A. Curry, CPA

Member, Pacesetter Financial Group, LLC


Debra (Deb) Curry graduated from Illinois State University and received her CPA certificate in 1979. She began her career with our firm in 1980 and became a partner in 1994. Deb oversees the auditing and accounting services areas of the firm and is also the managing partner. She is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants. Deb also serves as a board member of the Abraham Lincoln Memorial Hospital Foundation. In her spare time, she enjoys spending time with family and friends.

AndyFitzpatrick

Andrew M. Fitzpatrick, CPA

Investment Advisor Representative

Chief Operations Officer, Pacesetter Financial Group, LLC


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.

KristenLanning

Kristen R.M. Lanning, CFP®

Investment Advisor Representative

Chief Compliance Officer, Pacesetter Financial Group, LLC


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 Chief Compliance Officer to her investment advisory position, and in 2009, she achieved certification as a Certified Financial Planner™ Practitioner.

JenniferSingleton

Jennifer Singleton

Administrative Assistant, Pacesetter Financial Group, LLC


A graduate of the University of Illinois at Springfield, Jenny received a Bachelor's Degree in Business Administration in 1999. Jenny joined our team at Pacesetter Financial Group in 2015, assisting with client service requests, opening of client accounts, processing of client deposits, and client file maintenance. We have since expanded her responsibilities to include reporting, portfolio accounting, money movement, and compliance review assistance. Jenny is a great resource for clients looking to make deposits, withdrawals, or administrative changes to their accounts, such as address or beneficiary updates.

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.