Curriculum Vitae
Patrick L. Doland, CFP®, CWM, CCM
Reason Financial Advisors, Inc.
350 Pfingsten Road, Suite 108, Northbrook, IL 60062
Email: pdoland@reasonfinancial.com
URL: http://www.reasonfinancial.com
Phone: (847) 205-9501 / FAX: (847) 919-4424
Professional Profile
Patrick L. Doland is a fee only financial planner and investment advisor and is president of Reason Financial Advisors, Inc. in Northbrook, IL. Prior to founding the firm in early 2004, he was a principal for five years of the fee only planning firm Successful Financial Solutions, Inc., also of Northbrook.
Education
- CFP Professional Education Program, College for Financial Planning, Denver, CO. May 1998.
- Masters of Management with emphasis in Finance/Marketing. J L Kellogg Graduate School of Management, Northwestern University, Evanston, IL. June 1988.
- Graduated from The Graduate School of Banking at the University of Wisconsin, Madison, WI. August 1981.
- Junior Bank Offers school at the University of Arkansas, Fayetteville, Arkansas sponsored by the Independent Bankers Association of America May 1976.
- Bachelor of Arts with double major in Speech and English. Upper Iowa University, Fayette, IA. June, 1971.
Professional Certification & Licenses
- Chartered Wealth Manager (CWM™ ) designation awarded by the The American Academy of Financial Management, January 2005.
- CERTIFIED FINANCIAL PLANNER™ (CFP®) designation received from the Certified Financial Planner Board of Standards, January 1999.
- Series 65, Uniform Investment Adviser Law Examination NASD. Sept 22, 1998
- Certified Cash Manager (CCM) designation received from the Treasury Management Association, Bethesda, MD. June 1992.
- Insurance Producer; Life, Accident & Health, Fire and Casualty, State of Illinois. 9/17/73
Professional Memberships
- Financial Planning Association of Illinois Chapter, and FPA North Shore Council Board Member 2004 to Present
- National Association of Personal Financial Advisors (NAPFA) June 2002 - Present
- Greater North Shore Estate & Financial Planning Council, member 2003 - Present
- Association for Financial Professionals, member 1992 - Present.
Professional Activities
- Produced and hosted the cable access show Financial Solutions on the Comcast cable. The program aired in 225,000 households in twenty-four northern Chicago suburbs from July 1999 to April 2004.
- International Association for Financial Planning, Member 1984-1988. President, North Shore Chapter, 1987-88.
- Illinois Bankers Association, Marketing Committee, Member 1984-1987.
- Cash Station Marketing Advisory Council, Member, 1987-1988.
- Charter Bank Group Strategic Planning Committee, Planning Officer.
- Illinois Bankers Association, Board of Trustees of the Bank Marketing School, Chairman 1985-1987.
- Tri-State Bank of East Dubuque, 350 Wall Street, East Dubuque, IL, Bank Director, 1979-1982.
- Tri-State Bancorporation, 350 Wall Street, East Dubuque, IL Vice President and Treasurer 1978-1982.
- Graduate School of Banking at the University of Wisconsin in Madison, Trustee, 1981-84.
Organizational Activities
- Northbrook Civic Foundation member, 1999 - Present (Treasurer 2004, President 2005).
- Northbrook Rotary Club, member 1999-Present (Board member 2001-2002). Rotary 800 Fundraising Chair 2003.
- Our Lady of the Brook, Finance Committee, Oct. 1997-Present
- Oak Brook Rotary Club, member, 1990 – 1998 President 1993-1994.
- Northfield Lions Club, member 1983-1989. President 1987-1988.
- United Way of Northfield, Board Member and President, 1984-1986.
- United Way of Suburban Chicago, Member 1987-1993 & June 2000-Dec 2003
- Chair Zone IV Budget & Allocation
- Treasurer
- Branding and Marketing Committee: Mar. 2001- Dec. 2003
- Member Services: Feb 2001 – Dec. 2003
- Finance & Audit Committee: Jan. 2002-Dec 2003
- United Way Crusade of Mercy, Board Member, Sept.1994- Jan. 1999
- Diversity Committee (Jan. 1996- June. 1998
- New Campaign Initiative Committee (Feb 1996 – March 1997)
- Oak Brook Chamber of Commerce and Industry Member, 1996 -1998
- Northfield Chamber of Commerce, Vice President, 1987-1988.
Speaking Engagements
- NAPFA Midwest Region Conference, Northbrook September 11, 2003
- Treasury Management Association Conferences
- 18th Annual TMA National Convention, San Francisco, November 9-12,1997
- New Orleans Cash Management Conference May 5-7, 1996
- Salt Lake City Cash Management Conference April 28-30, 1996
- St. Louis Cash Management Conference September 15-17, 1996
- Illinois Bankers Association 1987 Bank Marketing School at McDonald’s Office Campus in Oak Brook. “Selling Ideas in Your Bank” July 6-10, 1987.
- Illinois Bankers Association 1986 Bank Marketing School at Illinois State University in Normal. Marketing Simulation Aug 3-8 1986.