Spahn Financial Team
We know no two people are the same, and therefore, no two financial plans are the same. At Spahn Financial, our team of experts is here to understand the intricacies of your unique circumstances and work with you to build a roadmap for financial security. With decades of experience and a highly credentialed team, we’re here to advise along your journey of wealth accumulation so that you can leave a legacy for generations to come.
Kevin M. Spahn , J.D., CFP®, CLU®, ChFC®
Founder and President
Kevin M. Spahn, J.D., CFP®, CLU®, ChFC®
Founder and President
My Passion for this Business
As an experienced and highly regarded Wealth Management Advisor, Kevin Spahn works with clients to create and execute on holistic financial plans to attain their goals, now and for generations to come.
Kevin began his career as a practicing attorney after receiving an undergraduate degree from the University of Notre Dame and a law degree from the University of Wisconsin. When he left his law firm in 1993, he joined Northwestern Mutual and later established Spahn Financial to help families by providing thoughtful and comprehensive financial planning. This same goal still drives Kevin and the Spahn Financial team today. By helping clients, he impacts families, future generations, employees, businesses, and the communities they call home. Kevin is passionate about what he calls “non-traditional planning,” which includes strategies to create well-prepared beneficiaries who consider themselves stewards of the wealth they inherit.
Kevin Spahn has been recognized as not only a top-ten leading advisor in the Northwestern Mutual system, but also as a Top 400 Advisor in the country by the Financial Times publications.
Education
- Bachelor of Arts, Liberal Education, University of Notre Dame
- Bachelor of Law, Juris Doctor in Law, University of Wisconsin-Madison
Professional Credentials
- Juris Doctor (JD)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Certified in Long Term Care (CLTC)
On a Personal Level
When Kevin’s not at the office, he enjoys spending time with his family, golfing, and volunteering for several charitable organizations and boards. Kevin and his wife Sue live in Wheaton, Illinois, and have four children. They like to get out and explore the city of Chicago, cheer for the Cubs, and travel the world with friends and family.
Kevin and Sue Spahn have made it a personal mission for their family to dedicate time to giving back to those in need. They regularly travel to Honduras on mission trips to support children in need. For more than a decade, Kevin and Sue have sponsored a golf outing supporting medical missions for the poor and underprivileged in third-world countries, including Honduras. They also support Catholic schoos and spend time volunteering in their community for many organizations near and dear to their hearts.
Darren M. Kriston, CFP®
Chief Operations Officer
Darren is a highly-qualified associate wealth management advisor, with the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and MBA credentials, as well as more than twenty years of experience in financial services. He has a wealth of knowledge in developing and executing intricate financial plans and is a valuable resource for analyzing complex alternatives such as tax-efficient strategies, refinancing, distribution strategies, and more. Darren teamed with Kevin in 2005 and has been an integral part of the growth of Spahn Financial, helping to define our investment philosophy, refine our processes and mentor our staff.
Darren lives in Northbrook with his wife Amy and their two sons.
Timothy M. Funke, CFA®
Vice President
As an associate wealth management advisor holding the CFA® (Chartered Financial Analyst) accreditation, Tim provides our clients with the sophisticated investment guidance they require, as well as overall financial planning strategy. Tim joined Spahn Financial in 2016 after twelve years at Northern Trust where he was a Vice President and Portfolio Manager. He spent most of his time at Northern Trust in their Personal Wealth Management division working with high net worth individuals and families. While in their Global Family Office, he worked with multigenerational, ultra-high net worth clients.
Tim is a graduate of the University of Dayton and has an MBA from DePaul. Tim lives in LaGrange with his wife Maureen and three children.
Jeff Van Horn
Director of Client Development
Jeff comes to us with 20 years’ experience in institutional asset management where he specialized in research sales and block trading. Jeff plays a vital role in the Spahn Financial mission to expand our reach and provide our experienced financial guidance to more families and individuals.
Jeff is a graduate of Western Michigan University and a former U.S. Marine.
David J. Lindberg
Financial Advisor
Dave Lindberg has worked in financial services for more than a decade and is passionate about working with business owners, executives, married couples, and growing families. Dave helps our clients create comprehensive financial plans based on what they care most about, allowing each client to live their best life and achieve their vision of the future. Prior to joining Spahn Financial in 2018, Dave worked at First Trust Portfolios L.P.
Dave is a proud graduate of Wheaton College, where he played football for 4 years. He lives in Batavia with his wife Ashley and their four children.
Kyle A. DeRaedt, CFP®, CPWA®
Associate Advisor
Kyle works directly with our clients, providing timely reviews of their financial plans and discussing current needs and questions. He keeps investment plans on track through trades, rebalancing, and transition of assets. Prior to joining Spahn Financial in 2016, he worked at two boutique firms helping high net worth individuals and business owners.
Kyle graduated from North Central College where he played soccer and earned NCAA academic all-region honors.
Nirav Patel
Associate Advisor
Nirav handles the execution of investment strategies with great care, precision, and knowledge, from account openings to daily transactions. Nirav joined the Spahn Financial team in 2013 and works with our investment clients on inquiries in to investment accounts, paperwork, and statements, and with deposit and distribution requests.
Nirav is a graduate of Northern Illinois University with a degree in Finance. He and his wife Resal live in South Elgin, and he is an avid cricket player.
Michelle L. Komperda
Director of Client Services
Michelle works with our clients to respond to questions, educate on insurance policies, and coordinate meetings with Kevin and the team. Michelle has been a part of Kevin’s team from the very beginning of his practice, and with more than twenty-five years of experience, she is an exceptional resource for your insurance questions.
Michelle lives in Westchester with her husband Scott and her two children.
Steven M. Wilder, CFP®, CLU®
Director of Financial Planning
Steve develops comprehensive financial plans for our clients to help better understand where they are in relation to their financial goals. He works directly with our clients to collect needed information to ensure our analysis and projections are accurate reflections of our clients' financial pictures. Steve has over fifteen years of industry experience and has been with Spahn Financial since 2007.
Steve lives in Elk Grove Village and enjoys snow skiing, traveling and going to the theater.
Jason Balogh
Investment Operations
Jason works with our clients to expedite and coordinate investment paperwork and enable online account access. Jason ensures our clients have a seamless experience with our team through a deep understanding of our clients and processes.
Jason is a recent graduate of the University of Dayton, where he played on the football team and was named to the Pioneer Football League academic honor roll.
Laura A. Frank
Business Manager
Laura keeps our practice running. She is responsible for the workflow of our team as well as general business duties like accounting and business planning. Laura's first career was as an actuary with a pension consulting firm. She joined the Spahn Financial team in 2008 to assist the growing business.
Laura is a graduate of the University of Dayton. She lives in Lombard with her husband Chuck and has three grown children.
Kelly J. Eddy
Client Service Associate
Kelly has more than 15 years of experience with Northwestern Mutual, and her vast knowledge in the insurance field is a great asset to our team. She is highly efficient in addressing client needs, and our clients find her to be a valuable contact for information and assistance. Kelly lives in Wheaton with her husband Ben and two children.
Erin is a graduate of the University of Illinois, and a former intern for Spahn Financial. Erin’s high energy, skillfulness at connecting with people, and ability to absorb knowledge quickly and completely make her a natural fit for our team. Erin has a strong focus on growth and is immersing herself in all aspects of our business. Her primary responsibilities are client development and relationship management.
Erin grew up in Wheaton, IL, and played soccer for Western Michigan University before transferring to continue her studies at the University of Illinois.
Nora has a wide range of responsibilities within our firm, from managing records and data, to coordinating calendars and special projects. She is the consummate team player, supporting the team in our day-to-day work, helping to keep us organized, prepared, and on task.
Nora lives in Willowbrook with her husband and two children.
Roman Berkusenko graduated with a Major in Finance and a Minor in E-Business Technology from DePaul University in 2004. In the early years of his career Roman worked in Corporate Finance, Accounting, and Financial Systems for three Fortune 500 companies.
In 2012 Roman made a career change into Financial Services as his passion for helping people understand Personal Finance and Investing became more of a work desire versus a hobby. Roman completed his MBA in Entrepreneurship and Behavioral Finance from DePaul University’s Kellstadt Graduate School of Business in 2013. As his career progressed Roman obtained his CERTIFIED FINANCIAL PLANNER™ professional designation in 2016 in order to help people achieve holistic financial planning.
After spending 8 years at a Fortune 300 Financial Planning Firm, Roman joined Spahn Financial in July of 2021 with the expansion of their financial planning team. In his spare time, Roman enjoys going to the beach and swimming, exploring the outdoors, watching the Chicago Blackhawks and trying out the various cuisines in the West Loop where he has been resident for the past 10 years.
Adam Mengel joined Spahn Financial in 2021 to strengthen the Spahn Financial client experience. A graduate of Illinois State University, Adam brings with him a strong attention to detail and an innate ability to create meaningful connections. These strengths lend themselves nicely to Adam's role in ensuring our clients' experience is coordinated and thoughtful, while helping to expedite paperwork and approvals. In his free time, Adam is passionate about both personal fitness and traveling. You'll often find him exploring new spaces and pushing himself to new levels of physical fitness.