Norman Chiodras, CFP®, RFC, MSPresident and CEO
Norman P. Chiodras is President of Retirement Planners, Inc. (RPI) of Oak Brook, and has been successfully engaged in the financial services industry for more than 35 years. His background and experience eminently qualify him in offering a full range of services to fulfill the needs of pre-retirees and retirees, with emphasis on retirement planning, money management and estate planning. Mr. Chiodras earned the Bachelor Degree in Business from the University of Illinois. He has received the Master of Science degree in Retirement Planning from the College of Financial Planning in Denver. He holds the designations of Certified Financial Planner (CFP) and Registered Financial Consultant (RFC). He is routinely invited to conduct retirement planning seminars for employees of Fortune 500 companies and other organizations. His views and comments have been published by major newspapers and magazines including Money Magazine, Business Week, Fidelity Focus, Chicago Tribune, Daily Herald, Financial Planning and in his own broadly distributed quarterly publication. Norm volunteers with various Christian ministries. He is also an avid golfer and a volunteer and professional trumpet player with several classical musical groups and orchestras in the Chicago area. He is a member of the West Suburban Symphony Orchestra and the DuPage Symphony Orchestra Brass Quintet. Winner of the Five Star Wealth Manager Award. Please view Norm’s profile at www.fivestarprofessional.com.
Mr. Stephen W. Mack, CFP®, RFCPresident of Mack Investment Securities
Mr. Mack is owner and President of Mack Investment Securities, an NASD broker dealer handling security investments. The firm was originated in January, 1986. Mr. Mack, a Certified Financial Planner, has been involved in the securities business for more than 33 years. Formerly one of Merrill Lynch’s top brokers, Mr. Mack was the resident manager of the Merrill Lynch Rockford, Illinois branch office. Mr. Mack attended the University of Michigan, graduating in 1976 with a degree in finance. Mr. Mack joined his father in their family Cadillac business in the summer of 1976. After attaining the position of General Sales Manager for Mack Cadillac, Mr. Mack left to join Merrill Lynch in 1981 locating originally in their Sears Tower branch.
Diana FavaleRegistered Client Services Manager
Diana joined our team in 2015. She comes to us with 21 years of experience at Fidelity Investments in a similar capacity. She obtained her Series 7 license and Insurance license in 1993. We are delighted to have Diana’s expertise and skill in this position. When she is not working she loves spending time with her family at Disney World.
Joan HavensRegistered Client Services Associate
Joan joined Retirement Planners in 2000 and obtained her Series 7 license in 2001 and her Insurance license in 2002. She came to us with 10 years of experience as a mortgage loan processor. Her commitment to detail is evident in preparing client statements and implementing trades. In her spare time, Joan enjoys reading, antique shopping and watching sports on TV.
Gary CurtsClient Services Associate
Gary recently joined our team. He comes to us with over 30 years of experience as a portfolio assistant, over-the-counter trader, operations manager and portfolio accountant. In his spare time, Gary enjoys reading, gardening, traveling and spending time with family.
Sharon MoralesClient Services Associate
Sharon joined the Retirement Planners team in 2019. She has a considerable background in administrative roles for 17 years. Outside of the workplace, she enjoys reading, cooking, and organizing. Sharon has spent time with her husband in Japan, Germany and the United Kingdom.