Kevin McCanna

Kevin W. McCanna, Chairman, Director and Owner, Certified Independent Public Municipal Advisor by the National Association of Municipal Advisors. Qualified Municipal Advisor Representative (Series 50) with the Municipal Securities Rulemaking Board. B.A. Political Science, University of Chicago; J.D. Loyola University; and M.B.A. Finance and Economics, Northwestern University. Member of the Chartered Financial Analysts Society of Chicago and Illinois Government Finance Officers Association and the Chicago Bar Association. Speaker at local, state and national gatherings. Has been employed by Speer Financial since 1981 and served as President of the firm from 1986 to 2017.

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.

Larry Burger

Larry Burger, Vice President. 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. Public Administration with a minor in accounting, Upper Iowa University. Certified Iowa Municipal Clerk. Deputy Black Hawk County Auditor (1973-78); City of Waterloo Assistant Finance, Clerk/Auditor (1978-93), President Iowa Municipal Finance Officers Association (IMFOA) (1992-93); Member of IMFOA, Government Finance Officers Association, International Institute of Municipal Clerks, Iowa League of Cities, Iowa Association of School Boards, Iowa Association of Municipal Utilities, and Iowa State Association of Counties. Speaker at local, state and national gatherings. Has been employed by Speer Financial since 1993.

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.

Additional Personnel

Brenda Housten, Assistant Vice President
Aaron Gold, Assistant Vice President
John Murphey, Assistant Vice President
Michael Fleury, Assistant Vice President
Charlotte Nielsen, Financial Analyst



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