Daniel Forbes

Daniel D. Forbes, President, Director and Owner, Certified Independent Public Municipal Advisor by National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. B.S. Economics, Beloit College; J.D., and M.B.A., Finance, Washington University. Served as a financial analyst with a Chicago investment banking firm (1990-1994) which specialized in municipal economic development. Previously with Chapman and Cutler (1984-1990) and served as bond counsel, underwriter's counsel and corporation counsel for health care, cultural and educational organizations. Member of the Illinois Government Finance Officers Association. Has been employed by Speer Financial since 1994 and has served as its President since 2017.

Raphaliata McKenna

Raphaliata McKenzie, Senior Vice President, Director and Owner. Certified Independent Public Municipal Advisor by National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. B. S. Finance, DePaul University. Accountant with Jane Addams Hull House Association (1995-1997), with other prior experience at a Chicago based commercial bank and an investment bank. Member of the Illinois Government Finance Officers Association. Has been employed by Speer Financial since 1997.

Maggie Burger

Senior Vice President, Director and Owner. Certified Independent Public Municipal Advisor by National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board  B.A., Loras College, Finance.  Served as a Financial Specialist with Farm Credit Service of America (1999-2005).  President of the National Association of Municipal Advisors Board (NAMA) 2018-2019. Member of Iowa Municipal Finance Officers Association, Government Finance Officers Association, Iowa League of Cities, Iowa Association of School Boards, Iowa State Association of Counties and Iowa Association of Community College Trustees.  Has been employed by Speer since 2005. Speaker at local, state and national gatherings.

Anthony Maceli

Anthony F. Miceli, Senior Vice President, Director and Owner. Certified Independent Public Municipal Advisor by National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. B.S., North Central College, Naperville, IL, with majors in both Finance and Economics. Previous experience as a Vice President in the public finance department of a Milwaukee, WI based investment banking and financial services firm. Member of the Illinois Government Finance Officers Association. Has been employed by Speer Financial since 2013.

Mark Jeretina

Mark Jeretina, Vice President, Director and Owner. Certified Independent Public Municipal Advisor by National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. B.S. DePaul University, Chicago, Illinois with a major in Finance and a minor in Economics. Prior experience in equity trading and research with a private Chicago based firm. Member of the Illinois Government Finance Officers Association. Has been employed By Speer Financial since 2010.

Aaron Gold

Aaron Gold is a Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. He is graduate of Illinois State University with a Bachelor’s of Science degree in Financial Accounting and is a graduate of Northern Illinois University with a Master’s of Business.

Aaron Gold has worked as a municipal advisor with Speer Financial since 2018. In his role at Speer Financial, Aaron works with a team of municipal advisors to serve over 80 park districts and forest preserve districts in the state of Illinois. Prior to joining Speer, he served as the Director of Finance for the Batavia Park District and as the Financial Services Manager for the DuPage County Public Works Department.

Additional Personnel

Brenda Housten, Assistant Vice President
Michael Fleury, Assistant Vice President
Charlotte Nielson, Financial Analyst




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