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  1. Home
  2. About
  3. Herb Allen and the MainStreet Financial Group Team

Herb Allen and the MainStreet Financial Group Team

 

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Herbert F. Allen III CEO, RFC, RFG

CEO & President

herba@mainstreetrockford.com

Herbert (Herb) F. Allen III started MainStreet in 1991 and serves as the CEO and President. Financial planning is a passion for Herb. He advises clients in wealth management, executive business planning, personal strategic planning with a focus on retirement planning, and the design of estate and legacy planning.

Herb is committed to providing clients with financial education and a variety of services that can help them build a secure future and achieve a lifetime of happiness.

When Away from Work

Herb is an avid traveler and enjoys visiting Ireland, Hawaii, Key West, and Colorado. He and his wife, Pamela, enjoy genealogy and visiting the graves and former homes of his ancestors in the United States and Ireland. They also enjoy attending performances by the Rockford Wind Ensemble, Rockford Symphony Orchestra, and the Music Academy of Rockford.

Best Part About the Job

At MainStreet, Herb believes the greatest reward is centered on the opportunity to assist clients and their families to become the best possible stewards of their wealth. Wealth is not just counted in dollars, but also time well-spent and an increased sense of peace from sound life management. When clients report they have more time, less stress, and a greater confidence in their financial wellness, Herb truly finds his greatest peace.

Interested in hearing more about Herb and his background? 

 


 

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Jennifer Zalapi

Financial Advisor
Vice President

jenniferz@mainstreetrockford.com

Jennifer Zalapi joined MainStreet more than a decade ago to assist with Marketing and Business Development and soon expanded her role to Client Services. She became a licensed stockbroker in 2018 and a fully licensed Financial Advisor a short time after. Jennifer enjoys showing people that with proper planning they CAN retire when they want to by outlining the necessary steps to get there. She uses her background and experience to help people discover their financial objectives and design an investment plan to fit their specific needs. She enjoys managing client investments to meet their goals, helping them to have a relaxing retirement.

When Away from Work

Jennifer has three sons in college, providing her with first-hand knowledge about how important it is to invest and prepare for the future. She and her husband are enjoying their newfound life as empty nesters, frequently taking weekend trips to see friends, visit craft breweries, attend sporting events, hear live music, and hike anywhere there is water!

Best Part About the Job

Jennifer values bringing clarity and calm to people on the cusp of retirement during a time that often produces uncertainty and confusion. She appreciates how the client-advisor relationship easily morphs into wonderful friendships and how MainStreet’s team truly enjoys working with each other to serve clients. Each day is a blessing and joy for Jennifer to come to work!

 


 

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Mark Sullivan

Client Services Associate

marks@mainstreetrockford.com

Mark Sullivan joined the MainStreet team in 2015, bringing over 30 years of experience in management, finance, securities, insurance, real estate, and tax preparation. He helps clients assess and implement a successful vision for their unique stewardship and legacy needs. Before coming to MainStreet Financial, Mark gained valuable insight into the planning process for long-term success as he worked his way up from a warehouse position to CEO of his family’s business, Rockford Wholesale Paper Company.

When Away from Work

Mark pursues several hobbies in his free time including listening to jazz and classical music, reading about history and politics, studying meteorology, and traveling. He hopes to visit the French and Italian Riviera someday!

Best Part About the Job

Mark loves it when clients refer family and friends, knowing that they trust MainStreet to care for their financial future.

 


 

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Lizy Castillo

Director of Business Development

lizyc@mainstreetrockford.com

In 2010, Elizabeth (Lizy) Castillo stepped into MainStreet as a financial services intern while still in high school. In her current role as Director of Business Development, she continues her passion of helping people plan for their future and facilitating stress-free transitions for new clients moving their investments to MainStreet’s management.

When Away from Work

Lizy finds joy in spending time with family and friends.

Best Part About the Job

Lizy adores supporting her clients, knowing that the work and knowledge she shares is appreciated. She also appreciates the opportunity to continue learning new things every day.

 


 

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Biljana Keskic

Customer Care Manager

biljanak@mainstreetrockford.com

Biljana Keskic joined MainStreet Financial in 2022 as a Customer Care Manager. Biljana has the background and expertise to ensure our clients are met with kindness and care whether they come into the office or talk on the phone. She helps the office run smoothly by scheduling appointments and assisting with client communication.

When Away from Work

Biljana enjoys spending time with her daughter and taking road trips with her family. She also enjoys watching movies, reading her Bible, cleaning, and cooking. She loves showing those she cares about her appreciation through sharing her culinary treats.

Best Part About the Job

Biljana feels blessed to be a part of a loving family. She enjoys learning new things and meeting new people. She values the trust and happiness of MainStreet’s clients and is proud to be part of an office team who all feel the same way.


 

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Trinity Scholl

Business Manager

trinitys@mainstreetrockford.com

Trinity Scholl joined the team in 2022 and serves MainStreet and its clients as a Business Manager. Trinity is passionate about helping individuals plan for their future. She assists the Director of Business Development by offering new clients a smooth transition when moving their investments to MainStreet’s management.

When Away from Work

Trinity is married to her husband, Jack, and loves spending time with family and friends. In her free time, she enjoys trying new foods, watching a good Netflix series, reading, and traveling. She also loves children, so she enjoys working as a CASA volunteer for McHenry County.

Best Part About the Job

Trinity loves the office faith and culture and enjoys the ability to interact with new people every day while creating relationships with clients who have been with MainStreet for years.

 


 

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Pamela Allen

Director of Client Care

pamelaa@mainstreetrockford.com

Pamela Allen joined the group in 2006 and became Director of Client Care in 2007. Along with her husband, Herb Allen, she is able to complete the partnership between MainStreet and its clients by caring for their non-financial needs, such as visiting clients in the hospital, sending care packages, writing encouragement cards, and coordinating lifestyle changes.

When Away from Work

Pamela loves traveling with her husband for both business and pleasure, genealogy, decorating, and spending time with her mom, who now lives with her and Herb.

Best Part About the Job

Pamela enjoys visiting with clients and developing close friendships inside and outside of MainStreet. She also enjoys traveling with clients and friends in the MainStreet Traveling Group.

 


 

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Judy Kunz

Director of Financial Operations

judyk@mainstreetrockford.com

Judy Kunz joined the team in 2009 and uses her extensive knowledge and experience in finance to run the day-to-day financial operations of the firm. Judy is instrumental in making sure clients review their account details, including age and distribution requirements. She encourages clients to track their spending, have a savings account for emergencies, and see a financial advisor at least once a year.

When Away from Work

Judy is an active member of the Rockton Women’s Club and loves studying genealogy. She enjoys discovering and getting to know distant relatives and helping others learn how to trace their families. Judy also helps care for two young granddaughters who live in Rockford and adores visiting her five grandchildren in Colorado.

Best Part About the Job

Judy values working with clients to help them reach their goals.

 


 

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