Board of Directors - 2018
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Valerie Janke, CFP®

Chair

 

Valerie Janke is a Financial Advisor with Waddell & Reed in Lisle, Illinois. A CERTIFIED FINANCIAL PLANNER™, professional, Valerie helps people who are facing life's trials. She offers comprehensive financial planning, risk management, asset allocation strategies and a compassionate spirit to her clients, helping to get them on a path to financial independence.

 

A veteran of the financial industry from sales to supervision, Valerie has been working with clients since the late 1990's, continually helping them face the financial demands of each stage of their lives with confidence and vision.

 

A life-long learner herself, Valerie stays up-to-date on industry changes, new financial products, tax ramifications and investment options. She offers clients an upfront assessment of their own monetary picture, and helps them come to realistic, achievable goals for their financial future.

 

Securities and Investment Advisory Services are offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.  Waddell & Reed is not affiliated with the Financial Planning Association.  (06/16)

 

Phone: 630-245-1156
Email:
vjanke@wradvisors.com


 

Randall T. Bruns, CFP®
President    


Randy Bruns is the founder of Model Wealth, Inc. and a Senior Financial Planner with the firm. He also serves as a guest lecturer for the University of Illinois’ financial planning program and writes as a personal finance expert for various media outlets. In 2018, Randy was recognized by InvestmentNews as part of its prestigious “40 Under 40” class of honorees doing remarkable things in the field of financial planning. 

Randy has long been a community advocate for financial literacy. He is frequently quoted in the media and is an outspoken proponent in favor of a higher fiduciary standard for the financial services industry. He has worked extensively with the Federal Reserve Bank of Chicago in organizing its Money Smart Week® financial literacy campaign, he’s a crowd favorite speaker for the Chicago Public Library’s “Lunch Money” series of financial talks, and he helps lead a team of financial planners that provide complimentary financial advice to underserved communities across Illinois.

 

Randy designed Model Wealth, Inc. to give consumers a more pure and transparent financial planning experience than the sales-focused environment typical of Wall Street. His team specializes in hourly-based advice and, when appropriate, packages it with ongoing investment management for a flat annual fee. 

Randy graduated with honors from Millikin University and holds both the CFP® and RICP® designations. He and his wife Natalie reside in Wheaton, Illinois with their daughter Nora, their son Ben, and their two Australian Shepherds, Dash and Daisy.

 



Phone: (331) 214-9204
Email: 
randy.bruns@modelwealth.com

 


 

 

 

 

 

 

 

 

 

 

 

 

Paul Lechner, Esq., CPA

President-Elect

 

Mr. Lechner is an Attorney and Certified Public Accountant. He acts as outside general counsel to a number of privately owned businesses. He uses his accounting and finance background to assist clients in the diligence necessary in starting new ventures, operating their ongoing enterprises, arranging financing, and preparing business succession plans. He is also involved in complex commercial litigation when required.

 

His estate planning practice includes preparing wills and trusts at all levels of complexity, counseling clients regarding estate, gift and generation-skipping transfer taxes, asset protection planning for closely-held business assets, and Elder Life Care Planning including Veterans and Medicaid Asset protection planning. He excels at understanding and listening to clients' planning needs and developing pragmatic and tailored solutions. He has managed complex estates with issues involving sales of real property, family litigation, and estate and income tax matters.

 

He holds a BS in Accounting from Saint Joseph’s College and an MBA, JD, and LLM (Tax) from DePaul University in Chicago. He is also an Illinois Certified Public Accountant

 

He is an Adjunct Professor at Saint Xavier University’s Graham Graduate School of Management and Governor’s State University College of Business.

 

Email: paul@lechnerlaw.com

Phone: 708.460.6686

 


 
 

Eric Billimoria, CFP®, CPA, CFE

Director of Finance and Secretary

 

Eric Billimoria is a Financial Advisor and Vice President at WealthCare Advisors, LLC.  He helps individuals and families live their dream by providing integrated financial planning and investment strategies for every stage of life.

In 2015, Eric was named to Investment News' 40 Under 40 for top advisers and associated professionals in the financial planning industry under age 40.  Eric earned a B.S. in Finance from the University of Illinois at Urbana-Champaign. He is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE). Eric currently serves as a member of the Associate Board of Ambassadors for the American Cancer Society.

 

Phone:  (847) 466-1212

Email:  Eric.Billimoria@WealthCareAdvisorsLLC.com

 

 


 

 

Jennifer Gould, CFP®,CRPC®

Director of Membership

 

Jennifer Gould, CFP®, CRPC®, Associate, is a member of BlackRock’s Private Investors Group.  As a Senior Portfolio Specialist, Jennifer partners with a team of portfolio managers offering Merrill Lynch Financial Advisors and Client Associates assistance in providing customized investment solutions to their high net worth and institutional clients.  Ms. Gould’s service with the firm dates back to 1998, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.  At MLIM, she was a Senior Portfolio Specialist in the Private Investors division.  Ms. Gould earned a BS degree in Special Education from Northern Illinois University and an MBA degree from Olivet Nazarene University.  She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plan CounselorSM designee.  Jennifer holds the Series 7 and 66 licenses.

 

Phone: 312 407 9309

Email: jenqgouldfpa@outlook.com

 


 

 

 

 

 

 

 

 

 

 

 

 

Alex Offerman

Director of Partnership

 

Alex Offerman is a Financial Planning Associate with Model Wealth, Inc., a Chicago-based Registered Investment Advisor. He specializes in financial planning and investment management for families and small businesses. As an active member of the Financial Planning Association, Alex has served on numerous committees and in 2018, he became Director of Partnership for FPA of Illinois.

Alex graduated from Aurora University and finished his Certified Financial Planner course work through the College of Financial Planning. Outside of the office, he enjoys reading, is an avid golfer, and a University of Michigan enthusiast. He resides in Joliet, IL with his fiancée, Abby and their dog, Lola.

Phone: (331) 214-9218

Email: alex.offerman@modelwealth.com

 



 

 

Tammy Wener, CFP®, MBA

Director of Public Awareness

 

Tammy is the co-founder of RW Financial Planning, LLC, an independent financial planning firm which provides objective, candid, and practical financial planning advice completely untethered from insurance and investments sales. Tammy earned a BS in Finance from Illinois State University and an MBA from DePaul University.

 

Outside of RWFP, Tammy is a member of the Greater North Shore Estate and Financial Planning Council, serves on the board of a local not-for-profit organization dedicated to improving the comfort and quality of life for children with special needs, and is a volunteer tax preparer for the Center for Economic Progress. She enjoys spending time with family and friends and is an avid reader and a CrossFit enthusiast.

 

Phone:  847-777-0272

Email:  twener@rwfinancialplanning.com

 


Carl Hibben, CFP®
Director of Conferences

Carl Hibben is a Financial Planner with BMO Private Bank. Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the organization in 2010, and has over 13 years of experience in the financial industry.

 

Carl earned a BS in Financial Planning from Purdue University – West Lafayette, IN. He also earned a Master of Science in Wealth Management with Distinction from DePaul University – Chicago, IL. Carl is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.

 

Carl makes his home in Chicago with his wife, two daughters, and two dogs. In his free time Carl enjoys running and taking guitar lessons at the Old Town School of Folk Music.

 

Phone:312.461.3756

Email: Carl.Hibben@bmo.com

 


Dana DeLance
Director of NexGen

 

Dana DeLance is an Associate Wealth Advisor with Mariner Wealth Advisors - Chicago. As an associate, she works with other advisors to provide wealth management services to corporate executives and high net worth individuals.  Prior to her current position, she served as a planning associate with two other well established firms. Dana received her Bachelor of Science degree in Agricultural Consumer Economics with a concentration in Financial Planning from the University of Illinois - Champaign/Urbana. This program is registered with the CFP Board of Standards which qualifies graduates to sit for the CFP comprehensive exam. DeLance also serves as Secretary for the National NexGen Leadership Board and is on the Chicago FPA NexGen Board.

 

Email:  dana.delance@gmail.com



 

Ted Yeo
President - West Suburban Council

 

Ted Yeo is a Vice President of Owl Rock Capital Partners and a Regional Sales Director of Owl Rock Securities covering the Midwest Region. Prior to joining Owl Rock in 2017, Mr. Yeo was a wholesaler for Colony NorthStar Securities and before Colony, Resource Real Estate. Mr. Yeo has 14 years of experience in the financial industry, including working for Griffin Capital, Hartford Financial Group and Van Kampen Funds. Mr. Yeo earned a B.S. in Finance from the Richard T. Farmer School of Business at Miami University. Mr. Yeo maintains Series 7 and 66 registrations and Life & Health licenses.

 
Phone: 
773.203.9325
Email:  theodore.yeo@gmail.com


 

 

Paul Lechner, Esq., CPA

President - South Suburban Council

 

Mr. Lechner is an Attorney and Certified Public Accountant. He acts as outside general counsel to a number of privately owned businesses. He uses his accounting and finance background to assist clients in the diligence necessary in starting new ventures, operating their ongoing enterprises, arranging financing, and preparing business succession plans. He is also involved in complex commercial litigation when required.
His estate planning practice includes preparing wills and trusts at all levels of complexity, counseling clients regarding estate, gift and generation-skipping transfer taxes, asset protection planning for closely-held business assets, and Elder Life Care Planning including Veterans and Medicaid Asset protection planning. He excels at understanding and listening to clients' planning needs and developing pragmatic and tailored solutions. He has managed complex estates with issues involving sales of real property, family litigation, and estate and income tax matters.

 

He holds a BS in Accounting from Saint Joseph’s College and an MBA, JD, and LLM (Tax) from DePaul University in Chicago. He is also an Illinois Certified Public Accountant

 

He is an Adjunct Professor at Saint Xavier University’s Graham Graduate School of Management and Governor’s State University College of Business.

 

Email: paul@lechnerlaw.com

Phone: 708.460.6686


 

 

 

 

 

 

 

Lance P. Eaton, CFP®

President - Chicago Loop Council

  

Lance P. Eaton entered the investment industry in 1999.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7, 63, 66 licenses and is Life & Health Insurance (CA) licensed.

 

Lance works for a large National Broker/Dealer as a Corporate Services Financial Consultant, where he provides guidance on equity compensation plans and solutions to officers, directors and insiders of publicly traded companies.  He has advanced knowledge in the navigation and management of equity compensation as well as wealth management & comprehensive portfolio management.  He also is experienced in the handling of Rule 144 transactions and provides guidance regarding 10b5-1 Trading Plans.  Lance has diverse experience having worked at UBS Financial Services and Oppenheimer & Co as a Vice President of Investments.

 

Lance has lived in Chicago since late 2012.  He lives and works in The Loop.  He has spent most of his Financial Services career in Los Angeles, CA with some time in Phoenix, AZ, Austin, TX and Ft. Lauderdale, FL.

 

Phone: 312-802-7294

Email:  lanceeatonfpa@gmail.com

 

 


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