BOS Asset Management
BOS Asset Management
  • Home
  • About Us
    • Our Philosophy
    • Our Process
    • Our Team
    • Branches
  • Our Services
    • Investment Management
    • Wealth Management
    • Business Consulting
  • Firm Disclosures
  • CBP Video
  • More
    • Home
    • About Us
      • Our Philosophy
      • Our Process
      • Our Team
      • Branches
    • Our Services
      • Investment Management
      • Wealth Management
      • Business Consulting
    • Firm Disclosures
    • CBP Video

  • Home
  • About Us
    • Our Philosophy
    • Our Process
    • Our Team
    • Branches
  • Our Services
    • Investment Management
    • Wealth Management
    • Business Consulting
  • Firm Disclosures
  • CBP Video

Fiduciary Expertise and Firsthand Knowledge

BOS Asset Management, LLC, located at Bank of Springfield, strives to create an environment that fosters proactive client communication, full-transparency, and unparalleled service to our clients. Our firm has built our business and reputation servicing the needs of numerous institutions and individuals, many of which have large pools of assets. It is our goal to help you secure your current financial wealth through leveraging a diverse set of solutions. 

Our Team

Craig Metz

Marcus McGlasson

Shannon Jones

Senior Vice President craig@bosassetmanagement.com 

 217-241-4600 

Shannon Jones

Marcus McGlasson

Shannon Jones

Financial Advisor, COO

shannon@bosassetmanagement.com

 217-241-7143 

Marcus McGlasson

Marcus McGlasson

Marcus McGlasson

Financial Advisor

marcus@bosassetmanagement.com
217-241-7119 


Sarah Moore

Sarah Moore

Marcus McGlasson

Chief Compliance Officer  sarah@bosassetmanagement.com

 217-241-6197 


Mary Fine

Sarah Moore

Alex Ludwig

Client Services Representative

mary@bosassetmanagement.com

 217-241-6230 

Alex Ludwig

Sarah Moore

Alex Ludwig

Research Analyst

alex@bosassetmanagement.com

 217-241-6172 

David Heitbrink

David Heitbrink

David Heitbrink

Financial Advisor

dave@bosassetmanagement.com

 217-245-1115 


Wade Mathis

David Heitbrink

David Heitbrink

Financial Advisor

wade@bosassetmanagement.com

 217-245-1117 

Frank Coffey

David Heitbrink

Frank Coffey

Financial Advisor

frank@bosassetmanagement.com

217-241-7185

Caleb Steber

Caleb Steber

Frank Coffey

Client Services Representative

caleb@bosassetmanagement.com

217-241-6120

Burt Burrows

Caleb Steber

Burt Burrows

Retirement Plan Specialist

burt@bosassetmanagement.com


Copyright © 2023 BOS Asset Management, LLC


Advisory services are offered through BOS Asset Management, LLC.  


Representatives of BOS Asset Management, LLC may also be employees of Bank of Springfield.  

BOS Asset Management, LLC is a registered investment adviser affiliated with, but a separate legal entity from, Bank of Springfield.  


Investment products offered through BOS Asset Management, LLC are not  FDIC Insured, may lose value, and are not bank guaranteed.  


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