Estate and Financial Planning Partners
The individuals and organizations identified below have expertise in estate planning and financial planning and have agreed to assist Heartland donors and friends with their planned giving needs.
If you have additional questions, please contact them or call Gwendalyn Carver, Heartland’s director of development, at 312/377-4000.
Dan Hales, J.D.
Law Office of Dan Hales
711 Oak Street, Suite 102
Winnetka, IL 60093
Attorney Dan Hales specializes in estate and business succession planning. He is a member of the board of directors of The Heartland Institute and has served on the board of the Chicago Crime Commission. He received his J.D. from Northwestern University Law School.
Robert S. Jackson
Oaktree Capital Corporation
339 South Madison Street
Woodstock, IL 60098-4036
Oaktree Capital Group is a financial services company valued for its state-of-the-art investment management and its contributions to the life fulfillment of its clients, staff, suppliers, and shareholders, an asset in the communities in which it serves and operates. It offers investment portfolio management, financial planning, and other personal and business services provided by its Woodstock and Chicago offices. Jackson was a founding member of the board of directors of The Heartland Institute.
Eric Marzinke and Walter Marzinke
630 N. North Court #190
Palatine, IL 60067
ProMark Benefits offers traditional brokerage services, retirement and college planning services, and insurance services. The firm aims to empower its clients to make informed decisions and take effective action to ensure long-term financial success. They can help you define, quantify, and prioritize your most important goals, in the process assisting you with the development of an investment policy statement and comprehensive financial plan. Eric and Walter hold securities and insurance licenses: Eric Marzinke is licensed in the states of Arizona, California, Idaho, Illinois, New York, Washington, and Wisconsin. Walter Marzinke is licensed in Arizona, Colorado, Idaho, Illinois, Indiana, Iowa, Tennessee, Texas, Washington, and Wisconsin.
Fred J. O’Connor, M.M., CFP®, RICP®, ChFC® , CLU®, CLTC
Northwestern Mutual – Chicago
650 Dundee Road, Suite 450
Northbrook, IL 60062
Phone (312) 505-7760
Fred O’Connor serves as a Financial Advisor with the Northwestern Mutual, specializing in risk management and estate and business succession planning. He has more than 30 years of professional services experience. He holds a Master of Management degree in finance and marketing from Kellogg at Northwestern University and an economics degree from The College of the Holy Cross. Fred serves on a number of civic organizations and boards, including: The Big Shoulders Fund, The 100 Club of Chicago, The Irish Fellowship Club, St. Therese Chinese Catholic School and The Chicago Dance Institute. He is an advisor to the boards of Have Dreams and the Chicago Commonwealth Club. http://www.fredoconnor.com/disclosure
Robert E. Russell, Jr.
Robert Russell & Associates
524 West State Street, Suite C
Geneva, IL 60134-2169
Robert Russell founded Robert Russell & Associates, a marketing and financial services and consulting firm devoted to strengthening non-profit organizations and small businesses, particularly those devoted to free-market principles, in 1976.
The firm has worked with more than three hundred organizations around the world and has received awards and recognition particularly for its specialized market research, marketing, strategy development, and fundraising programs and campaigns. Russell was named counselor to the president at The Heritage Foundation in 1983 and since then has provided strategic marketing and financial direction and services to the organization.
Russell is a popular speaker and seminar leader in marketing, financing, and institutional and small business growth strategies. He has served on the boards of The Heartland Institute, Philadelphia Society, Friends of Marva Collins Foundation, National Association of Wabash Men, Mayors Commission of Geneva (IL), National Results Council, St. Mark’s Episcopal Church, and Associates of Hillsdale College.
Tom H. Sleeter, MBA and Janis S. Sleeter, MBA, CRC
Total Clarity Wealth Management
1200 Harger Road, Suite 222
Oak Brook, IL 60523
In 1993, Tom Sleeter founded Heartland Capital Resources, a financial consulting firm that focuses on business valuation studies and special projects involving investment management here and in other countries. He and Janis Sleeter have been affiliated with Cetera Advisor Network, LLC since 1998.
Tom Sleeter has a substantial background in the security analysis and portfolio management fields. He graduated from Michigan State University with a bachelor of arts degree in economics with honors in 1970 and received his MBA in finance from the University of Chicago in 1973. He is active in civic affairs and serves on the board of Northern Michigan Land LLC, the Downers Grove Lions Club, and North Providence Ridge Cemetery Association. He is on the board of the Berry Center for Economics, Business, and Public Policy at Cornell College, a member of the Economics Department Alumni Advisory Board at Michigan State University, and active in the alumni association at the University of Chicago. He is also an adjunct professor of finance in the MBA program at Benedictine University in Lisle, Illinois. He teaches investment theory and portfolio management and other graduate-level finance courses.
Janis Sleeter is a Financial Advisor for Total Clarity Wealth Management and Cetera Advisor Networks LLC. She is also a Registered Principal for Cetera. She manages the Oak Brook branch which includes her husband Tom and son David. The office provides financial planning and investment management services individualized to help clients achieve their goals.
She has over 20 years of corporate finance experience, including Manager of Financial Analysis at McDonald’s Corporation and Director of Treasury for Allied Van Lines. Jan started a financial consulting firm in 1992 working with individuals and business owners.
After receiving a B.A. from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University, she earned a C.P.A. and a C.R.C. (certified retirement counselor). Jan has conducted many seminars and workshops on personal and business financial planning, investing, retirement and estate planning, and charitable planned giving and bequests. Jan is a member of the Financial Planning Association and Chicago Council on Planned Giving.
Janis and her husband Tom reside in Downers Grove, Illinois. Jan is active in several civic groups. Their son and daughter live in Chicago.