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The ISI Companies

Trusted Financial Services Since 1984

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ISI FInancial

Fiduciary Financial Services

Financial Life Planning during every stage of life - family, career, retirement, philanthropy, healthcare, and legacy - requires skillful financial planning and thoughtful adjustments along the way. We specialize in tax advantaged strategies and solutions tailored for the best interest of each client.

Investment and Advisory Services for all your financial goals including college, retirement, philanthropy and legacy using tax advantaged strategies and solutions tailored for the best interest of each client. 

Insurance and Annuities including life and disability insurance, fixed and variable annuities to give clients protection and peace of mind.

Business Solutions offering many products and plan designs tailored to each business owner's unique goals and needs.


ISI Consulting

Expertise and Experience

Charitable Gifting Consultation All styles from basic planning concepts to sophisticated trust modeling for all levels of donors. ISI Consulting gives you the critical information you need to make tax advantaged gifts with potential income and wealth creation and preservation methodology.

Estate Registry ISI Consulting give you one central place for your estate executor to locate your assets and copies of critical documents.

Family Wealth Planning Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, ISI Consulting gives you the critical information you need to make more informed decisions about your financial legacy. 

Succeeding at Business Succession Succession planning is about growing and improving your business. Through our diverse management and advisory team, professional network and community relationships we provide comprehensive guidance for all aspects of business succession planning.

ISI Marketing provides education and marketing services to Insurance Firms throughout the Midwest.


Fran McKay, CFP®, AAMS®, CRPC® Photo Fran McKay, CFP®, AAMS®, CRPC® Hover Photo

Fran McKay, CFP®, AAMS®, CRPC®

CEO, ISI Companies and President, ISI Financial

Fran has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist. She also holds Series 7, Series 66, and Insurances licenses allowing her to provide investment and insurance advice and services. Fran is committed to continuous education in order to continuously deepen her knowledge and increase the value she brings to her clients. She limits the number of households she serves in order to give each client the service they deserve and the expertise they need to achieve their most important financial goals.

Since becoming a Financial Advisor in 2014, Fran has been able to pursue her passion guiding individuals and families with their financial strategies as well as volunteering in the community. Fran is an active member of Rotary Club of Peoria - North and the Legacy of Hope Advisory Council for OSF Healthcare Foundation. Fran conducts financial workshops each month at local libraries and community centers, at select local businesses, and can be available to speak at your next conference.

Fran holds Bachelor and Master degrees in Engineering.  She worked twenty-two years in the chemical manufacturing industry in Houston and Chicago before moving to Central Illinois.  Early in her first career, Fran developed a passion for personal financial management and decided she would become a wealth advisor in a second career. She made this career change in 2014.  Her only regret is not doing it sooner!

Fran lives in Central Illinois with her husband and youngest of five children. She is also the proud grandmother of three grandchildren living near Chicago.  Fran loves to sail, ski, and travel with her family  She also enjoys listening to podcasts and reading books.

Frank Mooney, MRFC, LUTCF, LACP Photo Frank Mooney, MRFC, LUTCF, LACP Hover Photo

Frank Mooney, MRFC, LUTCF, LACP

Founder, ISI Companies and President, ISI Consulting

Frank Mooney is a Master Registered Financial Consultant. Frank and his wife Dalyne Mooney founded the ISI Companies in 1984. Frank started his career in 1979 after graduating from the University of Illinois. He is a Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP). fishing, hunting and enjoys photography.

Accomplishments

  • Founded The ISI Companies 1984
  • Lincoln Trail College Lifetime Hall of Fame 1999
  • Life Member National Register of Who's Who 2000
  • Qualifying and Life Member - Million Dollar Round Table
  • Court of the Million Dollar Round Table

Member of

  • International Association of Registered Financial Consultants, Inc.
  • Million Dollar Round Table
  • National Association of Insurance and Financial Advisors
  • National Association of Fraternal Insurance Counselors
  • Estate Planning Council of Central Illinois
  • Masonic Lodge and Scottish Rite

Frank is married to Dalyne Brewer Mooney. They have one daughter, Rhiannon, and two grandsons - Brody and Zane. In 1975 he entered the insurance and financial services industry in Champaign, IL. He was promoted to Branch Manager and moved to Peoria in 1978. He and Dalyne co-founded the ISI Companies in 1984. He is very active in traveling,

Liz Pennington

Office Administrator

Bev Weber

Customer Service - Life and Annuities

Rhiannon Rotondo

Client Services