Boca Financial Services

Serving Clients across the United States.  

Offices located in Boca Raton, Florida 

and East Peoria, Illinois

Karen L. Brooks

Administrative Assistant

Karen brings over 20 years of experience in the financial services industry with New York Life.  She is here to help service the needs of clients and is always a Joy to talk to.

Jonathon W. Aggen, CFF

Financial Advisor & Insurance Broker

Jonathon holds a series 7, 66, Life, Health, Property, and Casualty licenses as well as the Certified Financial Fiduciary┬« designation.  In addition, he holds a Bachelor's Degree from the University of Illinois, with MBA coursework from the University of Phoenix.  He is here to serve as your advisor for wealth management, company benefits, as well as personal and commercial insurance products.

                             Weston G. Aggen

Weston is a graduate of Moody Bible Institute with a Bachelor's degree in Biblical studies. He is currently studying for his Life, Health, Property, and Casualty licenses and will be soon be a licensed agent for the agency.

                              Zachary J. Aggen

Zach has an Associate Degree from Illinois Central College in East Peoria, Illinois.  He is currently studying for his Life, Health, Property, and Casualty Licenses and will be soon be a fully licensed agent working in the agency.