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It’s Official!

May 31, 2005
Richard S. Berg

For almost two months we have been waiting for the state of Illinois to approve our name change, being continually told it was “any day.” Well, we finally have written approval for our new name. Before I announce our name, I would like to give you the background as to how we arrived at this choice.

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Brian Battle Joins the Team

May 23, 2005
Brian Battle

The mission of our firm is to inspire financial decision makers to choose the Path of Great Performance and to help them achieve results that surpass those they would attain otherwise.

To that end, we are thrilled to announce the addition of Brian Battle. On May 3rd, 2005 Brian joined our municipal trading staff. Brian has spent the past decade at Griffin, Kubik, Stephens & Thompson Inc. — and the prior nine years with American National Bank & Trust, a wholly-owned subsidiary of First Chicago (JP Morgan) — analyzing, trading and underwriting Bank Qualified, General Market and Taxable Municipal Bonds.

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The Ugly Duckling

May 3, 2005
Andre P. Reynolds

When Andre Reynolds joined us a year and a half ago, he added his years of experience and expertise as a Federal Reserve Examiner and Credit Risk Team Leader to our knowledge arsenal. Today, he is an instructor for Bond Math University®, and many of you may recall his “economic conditions” presentation at the 2003 Advanced Course® as the representative of the Chicago Fed. Andre is a CPA who holds a Master of Management degree from Northwestern University and a B.A. from the University of Michigan.

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