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Financial Topics

All of Engaging Speakers members have been screened and selected. Please click on the Person's Picture or Category you are looking for you you will get more information about them.

Please contact the speaker directly for their fees and availablity.

Lori MartinLori MartinLori Martin of Envision Benefit Specialists is a benefits and insurance expert with over 14 years experience advising small businesses and individuals about managing benefits in a complex climate.
Cheryl KruegerCheryl KruegerCheryl Krueger, CFP®, is the owner of Growing Fortunes Financial Partners, LLC. The mission of her firm is “To provide financial confidence through education and guidance in a friendly, caring environment.” As part of this mission, Cheryl offers financial education sessions to employers, nonprofit groups, and the public, with an emphasis on retirement preparedness and strategies.
Margaret J. BrennanMargaret J. BrennanMargaret is a wealth advisor, a certified financial planner, and an attorney with over 25 years experience in the financial services industry. She began as a trust officer in a small community bank and later became a financial advisor with a large regional bank in Chicago before joining David A. Noyes & Co., an independent brokerage firm in business for over 100 years. Margaret specializes in offering both individuals and businesses high quality, personalized financial advice.
BankruptcyBankruptcyRich Fonfrias is a respected Financial Rescue and Bankruptcy Lawyer based in Chicago, Illinois. He has practiced law for 13 years and has in-depth experience helping families and business owners overcome serious financial problems. Rich represents clients in all types of financial emergencies, including creditor lawsuit defense – credit card defense – foreclosure defense – debt elimination, reduction and settlement – tax elimination, reduction and settlement – and loan and mortgage modifications, as well as chapter 7, 11 and 13 bankruptcies.
Banking- LoansBanking- LoansBrent spent the first fifteen years of his professional career working in the banking industry. Beginning as a bank examiner for the US Department of Treasury, Brent then migrated into internal audit and loan review. He also served as the Bank Secrecy Act expert for First NH Bank Group in the early days of the law’s aggressive enforcement. Brent then moved into community banking where his accomplishments included building two credit departments from the ground up, writing two comprehensive loan policies, serving as BSA, CRA (where he guided a Harris Bank affiliate to an Outstanding rating) and compliance officer; and ultimately moving into commercial lending where for six of his last seven years he was the top new business producer.
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