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.
Dr. O'Connell is retired from the Roselle Public School System after twenty-nine years as an administrator. His educational career covered thirty-seven years as teacher, principal, and superintendent. As a young farm boy in Wisconsin, he received his teaching degree from Oshkosh State Teachers College followed by degrees from Northern Illinois University, University of Illinois, and the University of Toledo in Ohio. Following his retirement from Roselle Public School District in 1997, he has served as a consultant and financial instructor at North Central College and Aurora University. Dr. O'Connell has served as a member of the Board of PACT and the Somonauk Fire Department. He is also an active member of Lions, Rotary, Crusade of Mercy, and Fox Valley Older Adults.
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.
Bob Zwartz is the Tax Director for Union Tank Car Company and its subsidiaries. Bob started working for Union Tank Car Company in the accounting department in 1969 and has held many positions of increasing responsibilities. In 2003, Bob was given the assignment of finding the ideal location to build a “state-of-the-art” railroad tank car plant. During the site selection process, Bob befriended Louisiana Governor Kathleen Blanco and her staff. As a result, the plant was built with over 55 million dollars of financial assistance from the Louisiana legislature and 850 high paying jobs were brought into a rural area of Louisiana that have had a very favorable economic impact. Bob has been recognized by several governors throughout the years for his ability to get things done.
During his more than forty-five years of experience working for large corporations, Bob has had a variety of responsibilities including lobbying various state and federal legislative and administrative agencies, purchasing and selling industrial real estate and minimizing the payment of millions of dollars of corporate taxes. During his career Bob was the President of the Chicago chapter of the National Association of Accountants; Chairman of the Board of the East Chicago, Indiana Chamber of Commerce; Chairman of the Board of the Lakeshore Chamber of Commerce; and President of the National Association of Railroad Property Tax Representatives. He is also a member of the Institute for Professionals in Taxation and is currently serving on the Board of Directors of the Western States Association of Tax Representatives. Bob is also a Licensed Real Estate Broker in the state of Illinois.
He received his BBA degree in finance and accounting from Loyola University of Chicago and an MBA with a concentration in accounting from DePaul University of Chicago.
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.
Sandra M. Schildgen is the managing attorney at Generation Law, Ltd., an Elder Law firm in Elmhurst, Illinois. Sandra serves baby boomers with aging parents, families with special needs children, and those who need trusted, experienced counsel some of whom also happen to speak fluent Spanish. With practice areas including special needs trusts, guardianship, long-term care planning, disability benefits, probate, estate planning, involuntary discharge defense and Medicaid appeal hearings, Sandra has been both a presenter and author for the Illinois Institute of Continuing Legal Education (IICLE). After receiving her BA in Urban Studies from Columbia University and her juris doctor from the University of Iowa - College of Law, Sandra began her career in dispute resolution then added the role of financial advisor – a background perfectly suited to the work she continues today. Away from the office and courtroom, Sandra is surviving her teenaged son, David, learning how to drive and taking on D-I-Y projects with her husband, John, around their ‘new’ 1920s home.