Our People Donna M. Cainkar Donna Marie (Hall) Cainkar was born in Chicago, Illinois, and was married in 1979 to her husband, James (Jim) L. Cainkar, who is president of a local civil engineering firm. Together they have two children; the eldest is Paul who is employed as a systems engineer and resides in Boise, Idaho, and the youngest is Craig who is currently a Purdue University Honors student. Donna and Jim love to travel and can share information about many exciting travel destinations for those that care to listen! Additionally, Donna loves to read, garden, golf and attend live theater performances. She is particularly fond of Chicago Shakespeare Theater and attending plays written by our many local talented playwrights but she also enjoys ballet, opera, and the many music venues available in the Chicagoland area. These outings are often paired with a visit to her favorite food establishments in Chicago's Greek or Italian town. When asked if she prefers white or red wine, or white or dark chocolate, she will simply answer "yes"! Her volunteer services have included being treasurer for the West Suburban Chapter of the Heartland charitable organization, Chairwoman of the finance committee for the Burr Ridge/Willowbrook League of Women Voters, Den Leader for Cub Scout Den #7, West Suburban Council of Boys Scouts of America, and art appreciation teacher for St. Isaac Jogues school.Before starting an independent practice, Donna had a career as a General Manager at Talman Savings and Loan (La Salle Bank) but found that she preferred helping people directly more than the indirect method via the employees in her charge. She was also concerned that a large corporation could be slow to offer new and better products to its customers that could be of great benefit to them. As a result, she had begun to research the newly available educational opportunity offered by the College for Financial Planning that led to her becoming a Certified Financial Planner. It offered both detailed knowledge and a procedural approach of how to coordinate all the important aspects of financial planning which included budgeting and cash flow planning, risk management planning including insurance, investments, income tax planning, retirement planning and employee/employer benefit planning, and estate planning. In Donna's mind, this seemed to be a necessary education for anyone who wanted to most effectively achieve their personal goals. She pursued this designation and built a practice on the premise that she could help others with this comprehensive knowledge of all aspects of financial planning. Through the years, she has truly enjoyed "coaching" her clients toward achievement of their personal financial goals. Seeing clients have successful outcomes is very rewarding to Donna and she looks forward to working everyday to help others do the same.Donna M. Cainkar's Credentials and Registrations:Master of Management degree (MBA) received June 16, 1990, fromNorthwestern University - Kellogg School of Management2001 Sheridan Road, Evanston, IL 60208TEL (847) 491-3300http://www.kellogg.northwestern.eduCertified Financial Planner (CFP) designation since 1985, fromCollege for Financial Planning8000 E. Maplewood Avenue, Suite 200, Greenwood Village, CO 80111TEL (800) 237-9990http://www.cffp.eduLicensee, as CFP Practitioner, since September 28, 1987CFP Board (Certified Financial Planner Board of Standards)1425 K Street NW, Suite 500, Washington, DC 20005TEL (800) 487-1497 ID No. 007682http://www.cfp.netInvestor Adviser Representative with Burr Ridge Financial Planning Services, Inc., a State-Regulated Registered Investment Adviser, as registered with Investment Adviser Registration Depository (IARD), and regulated by:State of Illinois Securities DepartmentJefferson Terrace, Suite 300-A, 300 W. Jefferson Street, Springfield, IL 62702 - TEL (217) 782-2256 Firm No. 2215www.cyberdriveillinois.com/departments/securitiesNorth American Securities Administration Association (NASAA)750 First Street NE, Suite 1140, Washington, DC 20002TEL (202) 737-0900 Firm No. 124150http://www.nasaa.orgRegistered Representative, with H.Beck, Inc.6600 Rockledge Drive, 6th Floor, Bethesda, MD 20817TEL (800) 333-6884 Rep. No. 10Phttps://www.cfginc.comH.Beck, Inc.is a licensed Broker/Dealer and member of both FINRA and SIPC. H.Beck, Inc. is currently licensed in all states. Donna is FINRA registered through H.Beck with the Central Registration Depository (CRD)and is individually licensed in the states of Arizona, California, Colorado, Florida, Illinois, Indiana, Missouri, Ohio, Oregon and Tennessee, Washington, and Wisconsin.The Financial Industry Regulatory Authority (FINRA)Chicago District Office55 W. Monroe Street, Suite 2700, Chicago, IL 60603-5002TEL (312) 899-4400http://www.finra.orgSecurities Investor Protection Corp. (SIPC)805 15th Street NW, Suite 800, Washington, DC 20005-2215TEL (202) 371-8300http://www.sipc.orgFINRA Central Registration Depository (CRD)9509 Key West Avenue, Rockville, MD 20850TEL (240) 386-4848Firm No. 1763 (H.Beck, Inc.)Broker No. 1334702 (Donna M. Cainkar)www.finra.org/RegulatorySystems/CRDLicensed Insurance Producer, with Illinois Department of Insurance320 W. Washington Street, Springfield, IL 62767-0001TEL (217) 782-4515https://sbs-il.naic.org/Lion-Web/jsp/sbsreports/AgentLookup.jspDonna has maintained her insurance license for Life, Accident & Health, Fire, and Casualty since February 20, 1974, and for Variable Contracts since June 17, 1988. Insurance product transactions are offered through the Burr Ridge Insurance Agency (a Registered Insurance Firm since 1985).Member in Good Standing:Financial Planning Association4100 E. Mississippi Avenue, Denver, CO 80246-3053TEL (800) 322-4237 ID No. 41414http://www.fpanet.orgFPA Illinois5250 Grand Avenue, Suite 14, Gurnee, IL 60031TEL (800) 430-4237 ID No. 41414http://www.fpaillinois.org Cathy Rademacher Cathy Rademacher was born in Oak Park, Illinois, and was raised in the Hinsdale area where she graduated from Hinsdale South High School in 1984. In her senior year, she participated in the work/study program and graduated with the honor of being the recipient of the Business Department Student of the Year Award. She was additionally awarded the Emily Olds award for her secretarial skills. She had worked briefly for Robert M. Claes, Attorney, in Darien, Illinois, before becoming employed in 1983 with Donna Cainkar of Burr Ridge Financial Services, Inc. Upon graduation, Cathy was immediately employed full time as Donna's non-registered administrative assistant and through the years she has enjoyed the variety of tasks and experiences her work environment has provided, especially being able to assist clients in so many ways. Cathy resides in Tinley Park, Illinois, with her two children, Erin and Ryan. Our Back Offices: H.Beck, Inc., a member of FINRA and SIPC is a full-service securities broker-dealer, licensed in all 50 states, clearing through Pershing, LLC. H. Beck, Inc. provides compliance oversight to its independent registered representatives. H.Beck, Inc., is a wholly-owned subsidiary of Kestra Financial. Kestra Financial is the service company that provides personnel, facilities, equipment and most third-party services to H.Beck, Inc. www.hbeckinc.comPershing, LLC. is a subsidiary of The Bank of New York Mellon, is the nation's oldest continuously operating bank and is one of the world's leading providers of securities services. Pershing has nearly $1 trillion in assets under administration. Its parent company, The Bank of New York Mellon, has more than $237.51 billion in assets in custody. Pershing acts as a clearing house* for Bank of New York Mellon as well as a majority of independent Broker Dealer firms, such as H.Beck, Inc. (*A clearing house is a financial institution that provides clearing and settlement services for financial and commodities derivatives and securities transactions.) www.pershing.comEverbank is a FDIC insured savings bank. Through EverBank AdvisorServices planning firms and investment professionals have the opportunity to offer mortgage and banking services to their clients at wholesale pricing. www.everbankadvisor.comThe Crump Groupis the largest insurance wholesaler and retirement solutions provider in the United States, connecting agents and financial service professionals to exceptional products and services from its three operating divisions: Retirement Services, Life Insurance Services, and Property and Casualty Insurance Services. www.crump.comThe Haslett Management Group, Inc. is a nationally recognized independent Long Term Care Insurance Managing General Agency specializing exclusively in Long Term Care Insurance for individual and multi-life (employer-based) markets. www.hmgltc.comBerkshireAdvisor Resource, Inc.provides brokerage services for all types of individual and group disability income protection plans through highly rated insurance carriers. www.brokerage.berkadvisor.comNational Brokerage Associates, Inc.provides brokerage services for fixed and term life and fixed and equity indexed annuites as well as other products. www.nbainc.com Our Advisory Board: Donna is a member of a peer-to-peer advisory board consisting of five like-minded business owners who operate their own independent practices. They have organized for the purpose of sharing best-in-class ideas, practices and procedures to help further education in issues relating to financial services. Each of us have both unique specializations as well as general knowledge of the many aspects to running a successful financial service business and willingly share our ideas with one another toward the mutual goal of being able to deliver knowledgeable advice to our clients; however, at no time is any confidential client information shared among us. With a combined total of better than 100 years of experience in such areas as personal financial planning, business planning, employee benefits, insurance, estate planning, tax planning and tax preparation (including enrolled agent representation) with our educational information being delivered various medium including written plans, seminars, personal and corporate presentations, and radio talk shows. We share a mutual commitment to help one another become even better at what we already do.