FOR IMMEDIATE RELEASE – October 10, 2004
Patrick L. Doland, principal of Northbrook based Reason Financial Advisors, Inc., recently attended the 7th Annual Financial Advisor Symposium. The conference held October 6-8, was entitled, Your Practice, Your Clients In a Recovering Economy and featured some of the countries most well respected experts in their field.
Frank A. Cappiello with Montgomery Brothers, Cappiello, LLC was a regular panelist on Wall $treet Week With Louis Rukeyser. He is the author of four books including Finding the Next Superstock.
William V. Fries, CFA, is managing director of Thornburg Investment Management and was recently named Morningstar’s 2003 International Fund Manager of the Year.
Newt Gingrich, former Speaker of the US House of Representatives and publisher of seven books, including the bestsellers Contract with America and To Renew America.
Don Phillips, managing director of Morningstar, Inc. where he is responsible for formulating corporate strategy, research, communications, and the Morningstar Indexes.
Doland, a Northbrook resident, received a Bachelor of Arts degree from Upper Iowa University and an MBA from the Kellogg Graduate School of Management at Northwestern University. He is a CERTIFIED FINANCIAL PLANNER ™ Practitioner and a NAPFA Registered Financial Advisor. Doland provides fee only services in areas including investment management, retirement planning, estate planning, risk management, income tax planning and education planning.
NAPFA, founded in 1983, is the largest professional organization representing comprehensive fee only financial advisors. NAFPA members are prohibited from receiving compensation other than client fees and are, therefore, not compensated by the sale of products they recommend.
Reason Financial Advisors, Inc. is an independent, fee only financial planning and investment advisory firm located in Northbrook that specializes in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs.
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