Speer Financial, Inc.  Public Finance Consultants since 1954
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Staff

Officers

Kevin W. McCanna, CIPFA; CFA
President and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors, 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 has been President since 1996.

David F. Phillips, CIPFA
Senior 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
Vice President, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors. Certified Municipal Securities Representative by the National Association of Securities Dealers (NASD), 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. 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
Vice President, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors, Financial Analyst, 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
Vice President, Director and Owner
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors, B.A. Finance, Loras College. Served as a Financial Specialist with Farm Credit Services of America (1999-2005).  Member of Iowa Municipal Finance Officers Association, Government Finance Officers Association, Iowa League of Cities, Iowa Association of School Boards and Iowa State Association of Counties. Has been employed by Speer Financial since 2005.

Other Professionals

Brenda K. Housten
Assistant Vice President
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.

Anthony F. Miceli
Assistant Vice President
B.S., North Central College, Naperville, IL, with majors in both Finance and Economics. Seven years previous experience as a financial analyst in the public finance department of a Milwaukee, WI based investment banking and financial services firm. Has been employed by Speer Financial since 2013.

Mark R. Jeretina
Financial Analyst
B.S., Finance with a Minor in Economics, DePaul University, Chicago, Illinois. Prior experience in equity trading with a Chicago based Firm Has been employed by Speer Financial since 2010.

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