Speer Financial, Inc.  Public Finance Consultants since 1954
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Staff

Officers

Kevin W. McCanna, CIPFA; CFA
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.

David F. Phillips, CIPFA
Executive Vice President/Director of Marketing, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors. B.S. Municipal Park and Recreation Administration, University of Iowa; Served as Park District Manager of the Wheeling Park District in northwest suburban Chicago (1972-1986), President of the National Recreation and Park Association (NRPA) Council of Affiliate Presidents (1985); President of the Illinois Park and Recreation Association (1983), Member of the Illinois City Management Association, Illinois Government Finance Officers Association, Illinois Association of School Business Officials, Illinois Association of School Administrators, Illinois, Association of School Boards, Illinois Association of Park Districts, and Illinois Park and Recreation Association. Contributor to various professional magazines. Speaker at local, state and national gatherings. Has been employed by Speer Financial since 1986.

Barbara L. Chevalier, CIPFA
Vice President, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors. B.A., University of Illinois, Political Science, M.B.A. DePaul University, Concentration - Finance. Nine years previous experience as a Financial Analyst with Benjamin and Lang, Inc., Municipal Finance Consultants. Also served as technical consultant to a Chicago area underwriter - broker. Clients included cities and villages, park districts, schools, fire protection districts, libraries and other special districts. Member of the Illinois Government Finance Officers Association. Has been employed by Speer Financial since 1993.

Daniel D. Forbes, CIPFA
President, 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.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.

Larry P. Burger, CIPFA
Vice President, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors, 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 Director/Treasurer (1978-80), City Clerk (1980-83), City Clerk/Auditor/Treasurer (1983-93). President Iowa Municipal Finance Officers Association (IMFOA) (1992-93); IMFOA Board (1988-91). Member of IMFOA, Government Finance Officers Association, International Institute of Municipal Clerks, Iowa League of Cities, Iowa Association of Municipal Utilities, Iowa Association of School Boards, and Iowa Association of Counties. Speaker at local, State and National gatherings. Has been employed by Speer Financial since 1993.

Raphaliata T. McKenzie, CIPFA
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. Member of the Illinois Government Finance Officers Association. 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. Has been employed by Speer Financial since 1997.

Maggie J. Burger
Senior Vice President, 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. Finance Loras College (1999).  Member of numerous state organizations including Iowa League of Cities, Iowa State Association of Counties, Iowa Association of School Boards and Iowa Association of Community College Trustees.  Maggie also serves as the Mid-Western Board Member on the National Association of Municipal Advisors Board of Directors.

Anthony F. Miceli
Senior Vice President, 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.S., North Central College, Naperville, Illinois, with majors in both Finance and Economics. Previous experience with the public finance department of a Milwaukee, WI based investment banking and financial services firm. Member of the Illinois Government Finance Officers Association. Clients include numerous counties, cities, villages, park districts, schools and other special districts. Has been employed by Speer Financial since 2013.

Mark R. Jeretina
Vice President
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.S., Finance with a Minor in Economics, DePaul University, Chicago, Illinois. Prior experience in equity trading with a Chicago based firm.  Member of the Illinois Government Finance Officers Association.  Clients include numerous counties, cities, villages, park districts, schools and other special districts.  Has been employed by Speer Financial since 2010.

Other Professionals

Brenda K. Housten
Assistant Vice President
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. & S. Sociology, University of Illinois. Chicago Board of Education, Chicago, Illinois: Instructor (1969-1970); Cook County Department of Public Aid, Chicago, Illinois; Social Caseworker (1970-1972); LaSalle National Bank, Chicago, Illinois: Municipal Bond Underwriting Administrative Assistant (1972-1974); Banc Northwest, Chicago, Illinois: Bond Investment Officer (1974-1978); Speer Financial, Inc. Chicago, Illinois: Assistant Vice President (1978-1982); Housten Capital Management, ltd, Chicago, Illinois: Manager of Municipal Bond Portfolios for Individuals (1982-2000). Has been employed by Speer Financial since 2003.

Michael J. Fleury
Financial Analyst
B.A. Psychology, University of Illinois at Chicago, Chicago, Illinois. Has been employed by Speer Financial since 2010.

Charlotte Nielsen
Financial Analyst
A.A. Accounting, Hawkeye Community College, Iowa. Prior experience as Accountant/Office Manager at a Law Firm and Health Care Industry. Has been employed by Speer since 1998.