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.

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, Illinois Park and Recreation Association, and Michigan Municipal Electric 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
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.

Other Professionals

William J. Kaufmann, CIPFA
Assistant Vice President and Financial Analyst
Certified Independent Public Finance Advisor by National Association of Independent Public Finance Advisors Financial Analyst, B.S. Finance, DePaul University. LaSalle National Bank, Chicago, Illinois: Global Custody Administration (1997-1998). Old Kent Bank Chicago, Illinois; Bond Trading Operations (1996-1997), Private Banking Assistant (1995-1996) and Customer Service Representative (1994-1995). Has been employed by Speer Financial since 1998.

Brenda K. Housten
Financial Analyst
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.

William Glass
Financial Analyst
B.S. Public Affairs with a Minor in Spanish, Indiana University, Bloomington, IN. Has been employed by Speer Financial since June 2005.

Maggie J. Burger
Financial Analyst
B.A. Finance, Loras College. Farm Credit Services of America, Iowa, Financial Specialist (1999-2005). Has been employed by Speer Financial since 2005.

Joseph C. Yagel, CSBO
School Finance Consultant
B.S. & M.Ed. University of Missouri, CSBO Northern Illinois University. Teacher/Coach, Quincy Public Schools (1964-70) and Batavia Public Schools (1970-76); Assistant Principal, Batavia High School (1976-85); Associate Superintendent/Finance & Operations, Batavia Public Schools (1986-2006). Board of Directors, Illinois Association of School Business Officials (IASBO) (1992-95); Adjunct Professor, School Finance, Aurora University (1996- ). Served as Chairman of Budgeting and Revenue Forecasting Committee and as a Regional President for IASBO. Presented at local and State professional conferences. Has been employed by Speer Financial since 2006.