About Our Founder - Diane R. Maloney, CFP®


With her retirement effective November 15, 2014, Diane Maloney leaves behind at Beacon Financial Planning Services a legacy of integrity, compassion, and high standards of service – all for the purpose of her clients’ financial well-being.

Over the course of her 26-year career in financial planning, Diane has helped countless individuals, families, business owners and others with matters pertaining to their financial health. She also contributed pro bono work in helping to improve financial literacy among the general public, including working with the Financial Planning Association in 2011 to assist military personnel upon their return from Iraq and Afghanistan. Diane’s work even took her overseas on occasion as she worked with clients in China and Japan.

With her retirement, Diane looks forward to spending more time with family and friends, and to continuing her love of all things outdoors, including herb gardening, hiking, swimming and kayaking. Diane wishes to thank all those with whom she has worked over the years for the opportunity to work together and the many happy memories created.


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David N. Navarro, ChFC®, CFP®, MSFS
dnavarro@cofgroup.com
 
 

Dave has been president of Chicago Oakbrook Financial Group since 1997.  Effective October 15, 2014, Dave will also serve as president of Beacon Financial Planning Services, llc, a sister company of Chicago Oakbrook Financial Group.  (For more information on Chicago Oakbrook Financial Group, visit http://www.cofgroup.com.)  He is a registered Securities Principal of Commonwealth Financial Network with over 20 years of experience in the financial services industry.  His compassion for helping people, coupled with his wealth management and financial planning skills, have earned him the respect of clients and colleagues alike.

Dave provides his clients with customized solutions to pursue their specific financial goals.  Education is extremely important to Dave, as a way of helping his clients reach their goals.  He believes that financial success is not merely measured in dollars, but in how well it allows someone to realize their dreams for themselves and their families.

Dave is active in his community and coaches youth soccer, basketball and baseball teams.  He has served on the board of Chicago's Entrepreneur Organization, the board of his church in Glen Ellyn, and has taught courses for aspiring ChFC® and CFP® professionals.  Dave resides in Wheaton with his wife and three children.  Dave is an alumnus of the University of Illinois, Champaign where he received a degree in Economics & Political Science.  Dave also holds a Master of Science in Financial Services degree, and is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant® (ChFC®). 


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Brett Sherpan, CFP®, ChFC®, CRPS®
bsherpan@cofgroup.com

Brett's career began in information technology, where he developed simple solutions to abstract problems and excelled at translating the obscure and the complex into concise, understandable concepts.  In 2002, he left the IT industry to embark on a new journey — in financial planning with Chicago Oakbrook Financial Group. 

Brett now works with families, savers and inheritors, corporate executives, business owners, widows and widowers, retirees, and want-to-be retirees helping educate and navigate them through difficult and complex financial situations.

Brett is a CERTIFIED FINANCIAL PLANNER™ practitioner and an alumnus of Roosevelt University.  He is also a Chartered Financial Consultant® and a Chartered Retirement Plans SpecialistSM designee.  Brett currently resides in Willowbrook, IL.


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Kristin M. Johnson, Registered ParaplannerSM and Office Manager 
           
kjohnson@beaconfpsl.com                     

Kristin joined the Beacon Financial Planning Services, llc, staff in February 2004. Her previous business experiences in banking, accounting, and advanced computer technology have allowed her to handle the many facets of her role as office manager. Her meticulous eye for detail and her dedication to keeping our day-to-day operations running efficiently supports Beacon's ability to focus on providing clients with the highest quality of customer service. 

Kristin’s artistic abilities have also been used to create firm advertisements, our website, and brochures and to coordinate our special client events.

In April 2008, Kristin successfully completed her studies and national examination with the College of Financial Planning in Denver, Colorado, to become a Registered ParaplannerSM.

Kristin's hobbies and interests include genealogy, photography, and making custom greeting cards and personalized gifts. She also enjoys bowling, kayaking, and traveling with her family and friends.


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Ashley L. Luman, Administrative Assistant
aluman@beaconfpsl.com

Ashley joined the Beacon Financial Planning Services, llc, staff in June 2013. She originally was hired temporarily as our scanning technician when Beacon Financial decided to go paperless. With her diligent work ethic, Ashley completed this project way ahead of schedule, leaving a lasting impression with our staff.  

In January 2014, Ashley returned to Beacon Financial as a full-time administrative assistant. With her previous business experience in banking and retail customer service, Ashley now assists clients by answering general administrative questions, preparing detailed client paperwork, and completing daily office tasks. You may recognize her as the friendly voice that answers the phone.

Ashley loves designing and baking personalized cakes, various arts and crafts, and shopping. She is an avid Chicago White Sox and Chicago Blackhawks fan.

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CFP®, Certified Financial PlannerTM, and are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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