Personal Finance Instructors
Terri Brady
As a reverse mortgage advisor with AAG, Terri is passionate about helping seniors stay in their home. After witnessing aging relatives who wanted so desperately to age in their home, she decided to use her previous banking experience to educate seniors on all possible financial alternatives for aging in place and to help them analyze their financial position to determine their best options and solutions. Her goal is to educate and advocate for seniors.
John Daly
John has been providing sound financial advice to individuals, families, and small business owners for over 19 years. John started his career as a financial advisor at Morgan Stanley in Scottsdale, AZ where he earned the National Directors Award his first two years. Upon moving back to his home town of Chicago, John joined Charles Schwab & Co as a Vice President-Financial Consultant. In 2009, John opened Daly Investment Management LLC to offer investors a true fiduciary option for their wealth management needs; to have someone who looks out for their needs, not the needs of big corporate brokerage firms. John believes his greatest responsibility is to provide objective and prudent investment advice to help clients reach their goals.
John is a graduate of Arizona State University where he majored in Finance. He is also a graduate of the College for Financial Planning, after which he went onto earn his CERTIFIED FINANCIAL PLANNER designation.
John is also a board member of the Frisbie Senior Center, a drop-in activity center for older active adults living in the northwest suburbs of Chicago. Aside from a variety of social and recreational activities offered, Frisbie also strives to serve as a resource clearinghouse, connecting individuals with organizations that can provide much-needed services to address the issues facing today’s seniors.
Jacob Ehrensaft
Michael Gershbein
Brent Kizer
Keith Nyborg
Nancy Reiser
Nancy has been with D214 Community Education since 2021. She earned my MBA from Northwestern University and a bachelor’s degree in computer science and engineering from the University of Illinois in Urbana-Champaign.
She helps her clients review their options to plan for retirement, often working with the client’s accountant, attorney and other professionals to develop a suitable investment strategy .
One area of focus is working with those going through a life transition after losing a spouse to death or divorce. Such life circumstances create unique financial challenges, as I know from personal experience.
Nancy is active in the Kiwanis club of Des Plaines, the Des Plaines Chamber of Commerce and the Federal Reserve Bank’s Money Smart Week. She is also a past president of Prospect Band Boosters and the Forest View PTO.