George Bradshaw is an attorney with the law firm of Huck Bouma PC. Mr. Bradshaw serves as Outside General Counsel for a number of corporations with an emphasis in the areas of General Corporate, Banking and Commercial Law including Sales, Mergers & Acquisitions, Business and Estate Successor Planning for Family business owners and Commercial Real Estate Transactions and Loan Documentation. He is a member of the ABA, the Illinois State Bar Association, the DuPage County Bar Association and DuPage County Estate Planning Council. He is a member of the Glen Ellyn Rotary Club. Mr. Bradshaw has been a seminar speaker on different topics relating to his practice area of concentration at various forums. He also serves on the Board of Directors for a number of the firm's corporate clients.
Mark is a CERTIFIED FINANCIAL PLANNERTM professional at MassMutual Illinois. He has over 14 years of experience helping individuals and families understand the impact of their current financial situation on their future aspirations, resulting in the development of creative, customized strategies designed specifically to address their unique priorities.
Mark has earned Bachelors and Masters Degrees from DePaul University in Chicago, and Bowling Green State University in Bowling Green, Ohio. He is FINRA registered for securities Series 7, 63, & 66, and State Insurance Board licensed for Life and Health, #7360003 in Illinois and Michigan. Mark was certified as a financial planner by the Board of Standards on January 4, 2006 and he is an active member of the Financial Planning Association.
Aside from his practice, Mark is interested in American history, politics, and music, having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. He is a product of the Midwest, born and raised in Aurora, Illinois, now living in Oswego, Illinois with his wife Donna after having raised seven children. Mark has been very involved in the community through his wife and children, as among the seven there have been two Eagle Scouts, six high school band members, and four high school athletes.
Kim Zoeller is the President and CEO for Ray Graham Association for People with Disabilities. Kim began her career at Ray Graham Association in 1994 and held several positions including the Director of Community and Family Supports where she led the agency’s employment services, Community Learning Center programs, and Family Support Services including Respite, Early Intervention, and Home Based Services Facilitation.
Over the past several years Kim has led efforts that include the design of the first Community Learning Center Model to replace the archaic, costly, and non-progressive “sheltered workshop” program. As a result, people now volunteer throughout their community, access community resources, and have opportunities for real work options, including supports for individual micro- business development. Kim developed creative initiatives, and authored grants to private foundations and state entities to secure more than $300,000 for the organization. This includes securing funds from Boeing Corporation to launch autism specific services, and securing funds through the American Reinvestment and Recovery Act to advance employment for people with disabilities. Also, her leadership has revitalized Family Support Services by actively promoting Ray Graham Association services in the community of DuPage and surrounding area.
In 2000, Kim was invited to join the international Council on Quality and Leadership (CQL) that provides customized consultation and quality enhancement services to providers of services to people with disabilities internationally. Kim is actively engaged in many local organizations and advisory committees, including the College of DuPage, the DuPage County Transition Planning Council, and several local Chambers of Commerce.
Michael McNicholas is a Director, Senior Portfolio Manager with BMO Private Bank.
Mike serves as part of the Client Strategy Team, where he provides customized investment management and advisory solutions for high net worth individuals, families and organizations, including closely-held and family-owned businesses. He joined the organization in 1980 and has over 33 years of experience in the financial advisory industry.
Mike earned a BS in Finance and Economics from Northern Illinois University in DeKalb, Illinois. He earned his MBA in Finance from the Kellstadt Graduate School of Business at DePaul University in Chicago, Illinois. He holds the Chartered Financial Analyst Designation (CFA) and is a current member of the CFA Society of Chicago.
He is the Board of Trustees at Life's Plan Inc., a Trustee of the Naperville Police Pension Board, and has served four terms on the Financial Advisory Board for the City of Naperville. Mike is also a member of the Chicago Sister City Committee - Galway, Ireland. He is a former member of the Union League Club of Chicago, where he served as the co-chair of the Financial Markets and Economic Group.
Matt Koupal graduated with distinction from Iowa State University’s School of Engineering, and married his bride, JoAnne, 10 days later. Matt’s career includes various positions of increasing responsibility at Procter and Gamble and Frito Lay in Kansas, Ohio and Mississippi, before relocating back to Naperville to join a privately-held chemical distribution company as Plant Manager. Matt’s career in the chemical industry spanned 23 years before retiring as VP of Operations from Rowell Chemical Corporation February, 2013 and JoAnne returned to work after 35 years of family-raising.
Matt and JoAnne have two happily married daughters, Amy and Sarah, and four granddaughters and a grandson, in addition to their adopted special son, Luke.
Matt spent 2 years building his son Luke’s confidential document destruction business, Shredigator, and serving in volunteer capacities including Bible Study Fellowship. During this time, Luke aged out of school and began his post-school adult life. Luke’s transition road had a few bumps but he’s now settled into Monarch Academy and WDSRA day programs four days a week, works out twice a week with a personal trainer at the Naperville YMCA, and hangs out regularly with PSW’s and friends.
With Luke settled, Matt returned to work at GEA Farm Technologies in April, 2015 as Director of Manufacturing Operations. JoAnne re-retired and is lovingly caring for her aging Mom, the grandchildren and Luke. According to daughter Sarah, the Koupal family is now back in balance.
Attorney Brian Rubin, the founder of Rubin Law, a former IRS Agent and former IRS Attorney, has been a practicing attorney since 1976, has been married to his wife Linda for the past 42 years, is the parent of three children (41, 38, and 34), one of whom, Mitchell, has Autism. Brian’s law practice, for nearly four decades, since 1982, when Mitchell was one year old, has been dedicated to serving the legal and future planning needs of his fellow Illinois families of children and adults with intellectual disabilities, developmental disabilities, and/or mental illness. Brian is a Past President (2017-2018) of the Special Needs Alliance, the national, non-profit, association of experienced special needs planning attorneys (membership is by invitation only), served on the Special Needs Law Section Steering Committee of the National Academy of Elder Law Attorneys, was a Charter Member of the Academy of Special Needs Planners, and is a Faculty Member and Text Book Author for the Illinois Institute for Continuing Legal Education (IICLE) on the topic of special needs legal and future planning, as well as a Speaker for the American Bar Association and the Illinois State Bar Association on those topics. Brian has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) and has received the highest attorney rating from Martindale-Hubbell, AV® Preeminent™, and AVVO’s highest attorney rating of Top Attorney. Brian is a Past President of The Arc of Illinois (2007-2011), served on The Arc of Illinois Board for 15 years (2004-2019), is a Past Chairman of the State of Illinois Statewide Advisory Council on Developmental Disabilities (2002-2004), is Past Chairman of the State of Illinois Autism Task Force (Chairman 2005-2015) established by the Illinois Legislature in 2005, currently serves as a member of the State of Illinois Guardianship & Advocacy Commission (2013-present), served on the State of Illinois Department of Human Services Office of Inspector General Quality Care Board for 6 years, among many other State of Illinois Committees and Commissions. Brian has been a member of the Board of Directors of Clearbrook (an organization serving more than 8,000 individuals with intellectual and/or developmental disabilities, including his son, Mitchell) since 1989, is a member of the Board of Trustees of Life’s Plan, Inc. which serves as Trustee of both Pooled Special Needs Trust and individual Special Needs Trusts, is Past Chairman of the Board of Directors of the Special Leisure Services Foundation, the foundation supporting the Northwest Suburban Special Recreation Association (NWSRA), served as the founding Chairman of the Board of Directors of the Foundation of The Special Education District of Lake County (SEDOL Foundation), served on the Board of Directors of KESHET (Jewish Parents of Children with Special Needs), serves on the Advisory Council of Encompass (Encompass in partnership with Jewish Child & Family Services, Jewish United Fund, JVS Chicago, JCC Chicago, Keshet, and The Center for Enriched Living and Center for Independent Futures), served for 7 years on the Board of Directors of Pact, Inc., now known as DayOne Pact, which serves as Trustee of Special Needs Trusts as well as Guardian for individuals with intellectual disabilities, developmental disabilities and/or mental illness, and served on the Board of Directors of Northpointe Resources, also an agency serving individuals with intellectual and/or developmental disabilities.