Chairman

Edward W. Gjertsen, II, CFP®

Mack Investment Securities, Inc.
Suite 300
1939 Waukegan Rd
Glenview, IL 60025

Phone: (847) 657-6600x110
Fax:     (847) 657-6605
Email:   ed@macktracks.com

President

Jeffrey Baer & Associates, Ltd.
35 North Whitney
Grayslake, IL 60030

Phone: (847) 223-5547
Fax:     (847) 223-5675
Email:   jeff@jbaercpa.com

Secretary

Ira D. Goldstein, CFP®, CLU, ChFC

New England Financial
PO Box 95555
Palatine, IL 60095

Phone: (847) 776-6040
Fax:     (847) 776-6044
Email:   igoldstein@northshore.net

Treasurer/Director of Finance

William E. Dever, CFP®, CPA, ChFC

JMG Financial Group, Ltd.
Suite 300
2301 W. 22nd St.
Oak Brook, IL  60523   

Director of Council Relations

Jeffrey C. Simon, CPA, CFP®

Phone: 312-559-1704
Fax:     312-559-1776
Email:  jeffrey.c.simon@rbcdain.com

Phone: (312) 831-4396
Fax:     (312) 831-4397
Email: steve.ohara@raymondjames.com

Director of Programs

Sharon Egan, CFP®

Asset Financial Services, Inc.
300 West Adams Street
Suite 424
Chiucago, IL 60606

Phone: (312) 943-5177
Fax:    (312) 943-5177
Email:   s.l.egan@earthlink.net

Director of Communications

Thomas L. Howard, CFP®

Harris Investor Service
1400 Gannon Dr
Hoffman Estates, IL 60194

Community Bank of Oak Park/River Forest
1001 Lake Street
Oak Park, IL 60302

Phone: (630) 849-3419
Fax:    
Email:  e.westberg@hotmail.com

Director of Member Communications

David G. McGrady, CFP®

Eastern Illinois University
803 6th St
Charleston, IL 61920

Phone: (217) 581-3026
Email:   dgmcgrady@eiu.edu

Director of Membership

Terrance P. Murphy, CFP®

Wall Street Financial Advisors, Inc.
Suite U
525 Tyler Road
Saint Charles, IL 60174

Phone: (630) 762-9352
Fax:      (630) 587-9170
Email:   terrym@wsfa.net

Director of Professional Alliances & Community Services

Donald Duncan, MBA, CPA, CFA, CFP®

D3 Financial Counselors
East Wing
1625 Prairie Ave
Downers Grove, IL 60515

Director of Community Affairs

John W. Wheeler, Jr., CFP®, CLU, CSA, ChFC

Director of Government Relations

Frank Moore, Jr., CFP®, CPA, JD

Director of Career Development

Edgar A. Norton, Jr.

Director of Technology

Mark LaSpisa, CFP®

Director of Pro Bono

Benjamin G. Baldwin, III, CFP®, ChFC

Phone: (847) 670-8000
Fax:     (647) 670-8100
Email:   ben@rfgweb.com

President - Central Illinois Council

Benjamin D. Franklin, CFP®, CPA, EA

President - Chicago Loop Council

Paul Skowronski

Phone: (312) 828-4724
Fax:  (312) 923-5716
Email:  paul_skowronski@comcast.net

President - O'Hare Council

Mark A. Davids, CFP®

President - North Shore Council

Patrick L. Doland, CFP®, CCM   

Reason Financial Advisors, Inc.
Suite 108
350 Pfingsten Rd.
Northbrook, IL  60062

President - South Suburban Council

James J. McCabe, CFP®

Chapter Executive

Dee Farris

Chapter Executive - Oakbrook and O'Hare Councils

Anne Brabec

Chapter Executive - North Shore Council

Eileen J. Jones

Donald Duncan, CPA, CFA, CFP, MBA – Chairman

Don currently serves as President-Elect of the Illinois Chapter. He is the owner and principal since 1997 of D3 (Design Develop Deploy) Financial Counselors. Prior to founding his firm, Don was associated with Northern Trust for 16 years where his positions including responsibility for managing the Trust Department Cash Investment Management Division, establishing credit research capability for fixed income investments and design, development and installation of portfolio management systems applications.  

Edward W. Gjertsen, II, CFP – President

Mr. Gjertsen is Vice President of the financial planning firm of Mack Investment Securities, Inc. and is the founder of The Mutual Bond Group, an organization dedicated to guiding widows to financial independence.  As a Certified Financial Planner™ practitioner, he has been serving the financial needs of clients for over a decade.  He has been quoted and published in numerous local and national media outlets and is a popular speaker in the area of personal finance.  Mr. Gjertsen graduated with a Bachelor of Science degree in Economics from Illinois State University in 1989.

William E. Dever, Jr., ChFC, CFP, CPA - Director of Finance

Bill is a shareholder of JMG Financial Group, Ltd., located in Oak Brook, IL.  As a fee-only advisor at JMG, he primarily counsels active and retired senior corporate executives, professionals and other affluent individuals. He provides comprehensive financial advice, including income tax planning, cash flow planning, retirement planning, estate planning, investment planning, insurance planning, and tax compliance.  Additionally, Bill manages his clients’ investments as an Investment Adviser Representative of JMG, which is a Registered Investment Adviser with assets under management in excess of $800 million.

Bill began his career in 1981, with a Chicago area financial services firm, where he developed expertise in the areas of life and disability insurance.  While there, he founded and directed the firm’s comprehensive fee-based financial planning efforts.  Bill has been with JMG since 1986.  Bill holds the Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Chartered Financial Consultant (ChFC) designations.  He received his Master of Science degree in taxation from DePaul University and his Bachelor of Science degree in finance from the University of Illinois.

Ira D. Goldstein, CFP, CLU, ChFC

Jeffrey Simon, CPA, CFP – Director of Council Relations

Jeff has been in the financial planning industry since 1994 and is currently working for Smith Barney in the Chicago Wealth Planning Center. Jeff is responsible for helping Smith Barney’s Financial Consultants in Illinois, Indiana, and Wisconsin incorporate the wealth management process into their practice. Prior to entering the financial planning industry, Jeff spent five years at Baxter International, first in Corporate Audit, then in the International Treasury Department.

Professionally, Jeff has received his CFP designation and holds numerous securities licenses as well. He is the Past President of the Financial Planning Association – North Shore Council. Through the years, Jeff has given numerous financial education seminars and workshops at several corporations in the Chicago land area and has taught a financial education class at Glenbrook South High School.

Jeff graduated from Southern Methodist University with a BBA in Accounting. After working for two years as a CPA in public accounting, he attended the University of Illinois at Chicago, where he received his MBA with a concentration in Finance and International Business.

Jeff resides in Northbrook with his wife and three sons, enjoys being involved in the community as a Northbrook Park District Parks Commissioner and as a coach in youth baseball and flag football. He represented the USA in Rugby at World Maccabiah Games in 1989, 1993 and in 1997, won a gold medal. 

John Wheeler, CFP, CLU, CHFC – Director of Community Affairs

John W. Wheeler, Jr. has been in the financial planning industry since 1969. He is a Certified Financial Planner, Certified Senior Advisor, and a Life Underwriter Training Council Fellow. As an adjunct faculty member of The College for Financial Planning, he has taught the CFP Certification Program since 1985 and also teaches at DePaul University. He has served for the past year as Director of Government Affairs for FPA-Illinois. He previously served as Director of Professional Standards for the Greater O’Hare Chapter of the ICFP. 

Edgar Norton, Ph.D., CFA – Director of Career Development

Edgar A. Norton, Ph.D., CFA, is professor of finance and finance internship coordinator for the College of Business at Illinois State University. Professor Norton received his Ph.D. from the University of Illinois at Urbana-Champaign. A Chartered Financial Analyst (CFA), Professor Norton serves as a grader for Chartered Financial Analyst exams, helps to write the CFA examination questions, and has served as a curriculum consultant for the Chartered Financial Analyst equity specialization program. Professor Norton has authored or co-authored more than 30 papers that have been published in journals and conference proceedings and has presented research at international, national, and regional conferences. He served as president of the Midwest Finance Association during 2003-2004 and was on their board of directors for 7 years. He has written several college textbooks, including Investments (co-authored with Frank Reilly of the University of Notre Dame) and Finance: An Introduction to Institutions, Investments, and Management (co-authored with Ronald Melicher of University of Colorado-Boulder).

Frank E. Moore, Jr. CFP®, CPA, JD – Director of Government Relations

Frank Moore began his career serving clients in 1975 as a real estate broker in Colorado. In 1988, Frank moved to Birmingham, Michigan, where he joined a small financial planning firm. He was responsible for the development and delivery of a series of retirement planning programs designed specifically for employees of Fortune 500 companies. 

Frank joined State Farm in 1998 as a Life/Health Liaison training and coaching agents to work with variable products and life insurance in a three-state region. In 2000, he moved to the Agency Department at State Farm’s corporate headquarters in Bloomington, Illinois. During the past four years Frank’s primary focus has been on the development of the Personal Financial Planning program. He has primary responsibility for training and software related issues and continues his work to expand and enhance the future delivery capabilities of financial planning services for State Farm. 

Frank has professional training and experience as a CPA and attorney in Colorado and has held various securities industry registrations: Series 6, 7, 63, and 27. He received his Certified Financial Planner certification in 2004. 

Paul Nick, CLU, ChFC – Director of Professional Alliances & Community Services

Paul began his career with Connecticut General in 1976. He earned his CLU in 1979 and his ChFC in 1983. When Connecticut General became CIGNA in 1983, Paul launched his fee based planning practice as a part of CIGNA’s pilot program in Chicago.

Paul served on the board of the North Shore Satellite of the IAFP from 1989 in many different positions, ultimately serving as president from 1997-1999. Paul co-chaired the IAFP/ICFP Transition Committee after the formation of the FPA. He was the President of the FPA of Illinois in 2001 and Chairman of the Board in 2002.

Paul is a former Peace Corp Volunteer (Philippines). He received his undergraduate degree from Gustavus Adolphus College (St. Peter, MN) and his Masters from Northwestern. Paul lives in Deerfield, and he and his wife Ann have two children, Ben & Ellie.

Stephen O'Hara, CFP, Director of Education, Ethics & Professional Standards

Steve began his financial planning career in 1984. He received a B.B.A degree from the University of Michigan and an MBA from National University in San Diego, CA. Steve has earned the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and is a member of the Chicago Chapter of the Financial Planning Association (FPA). In addition to closely held and family business owners, Steve has a great deal of experience working with Senior Level executives & professionals and has a specialty in employee stock and option issues. His stock options expertise has been featured in the Chicago Tribune and Crain’s Chicago Business. He has addressed the Greater Chicago area members of the Financial Planning Association multiple times on this issue.

Sharon Egan – Director of Programs

He is a single father of three children and is very active in their lives. He enjoys camping, hiking and spending quality time with his children.

Terry Murphy, CFP, ChFC – Director of Membership

Terry currently serves on the board for the Oak Brook Council. Terry has been in the financial planning industry since 1990 and has been the President of Wall Street Financial Advisors, Inc since 2000. Prior to founding his firm Terry spent 10 years with Metlife Securities, Inc including five years working with American expatriates in Europe.

He resides in St. Charles, Illinois with his wife and four daughters and enjoys coaching for the Fox Valley Strikers soccer organization.

David McGrady, CFP, CPA/PFS – Director of Member Communications

David McGrady is the director of the Financial Planning concentration for the Finance major in the Lumpkin School of Business at Eastern Illinois University. He teaches courses on financial and tax planning, estate and retirement planning, and business financial management. Mr. McGrady also serves as a consultant to Larsson, Woodyard and Henson on income taxation. Prior to joining the faculty at EIU in 1986, Mr. McGrady was a tax manager with Price Waterhouse. He received his M.B.A. from the University of Texas at Arlington and B.A. from Franklin College of Indiana. 

Benjamin G. Baldwin, III, CFP, ChFC

• 2006, Chairman of the Investment Management Specialty Section of the Society of Financial Services Professionals (SFSP).
• 2006, Member the Board of Directors of the Financial Planning Association of IL, delegate to the first National Pro Bono Directors Conference for the FPA, and first Director of Pro Bono Activities for the Financial Planning Association of IL.
• 2006, Developed the curriculum for the Fox Valley Habitat for Humanity New Homeowners Financial Education Program.
• 2006, Member of the Society of Financial Services Professionals Investment Management Task Force to develop a specialty resource group focused on investment advice and advisory issues.
• 2005, Consultant to TIAA-Cref® Life Insurance for the structure, development, implementation and training of “Intelligent Life”. A true no commission variable universal life insurance policy developed for use by “Fee only” investment advisors, family offices, trust departments and individuals who may be fiduciaries. 
• 2003, Founder of Responsive Financial Group, Inc. (RFG) an Illinois corporation and an SEC Registered Investment Advisory Firm. RFG rolled up and continued and expanded the operations of Responsive Financial Services Inc. and The Financial Concepts Company. RFG provides Financial Planning and Investment Advisory services to individuals, closely held businesses, trusts and associations.
• 1999, Registered representative offering securities through Waterstone Financial Group, member NASD and SIPC. Currently hold SEC Series 6, 63 and 7 Securities Registrations.
• 1992, Vice President & Director of Baldwin Financial Systems, Inc. (BFS), an Illinois Registered Investment Advisory firm. BFS is dedicated to providing financial education programs and services to professionals and consumers, and custom financial planning services to high net worth individuals

Judson R. Maillie, J.D. – Director of Technology

Judson Maillie combines formal training in business and law with over twenty years of broad experience in providing financial and investment counseling to businesses and individuals. He is currently with New England Financial in Northbrook as the firm's Investment Specialist. He is currently enrolled in Part 3 of the CFP course, and recently passed the NASD Series 24 General Principal exam. He holds the following licenses Securities Series 7, 63, 65 and Insurance: IL Life, Variable, & LT Care.

Bradley H. Rosley, CFP - President - Oak Brook Council

Brad Rosley, CFP®  is the owner of Fortune Financial Group, Inc.

Fortune Financial Group, Inc. (FFG) is an independent Registered Investment Advisory (RIA) firm specializing in providing its clients with "financial peace of mind." It does this by providing financial strategies designed to create, accumulate and preserve wealth. Brad has been providing financial solutions to his clients since 1986. FFG is a fee-based firm, meaning that it charges a fee for financial planning and investment advisory services.   Brad has been the President of the Oak Brook Council of the FPA for the past three years.

As a Certified Financial Planner, Brad has consistently provided his clients a well-rounded, objective prospective on financial issues. His book, Brad Rosley on Educated Investing was published in 2001. Brad, has also had several articles published concerning investment and insurance planning strategies and has been the feature speaker at many financial planning seminars.