Our Team

Our staff consists of experienced professionals with a “hands on” approach to providing advice and service. Not only will you find our team members knowledgeable, but you will discover that our staff truly cares about addressing your concerns. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to business and personal financial planning. Please call us if you have any questions about our firm or the range of financial products and services we provide. 


Thomas J. Duffner CLU ChFC

    tduffner@dfg-advisors.com

  • President of Duffner Financial Group, Ltd.
  • Over 35 years experience in the financial service industry
  • Northern Illinois University - Bachelor of Science Degree in Finance and Economics, May 1985
  • The American College
  • Chartered Life Underwriter, CLU, October 1989
  • Chartered Financial Consultant, ChFC, October 1989
  • Investment Advisor Representative of Woodbury Financial Services, Inc.

Jack T. Duffner

   jduffner@dfg-advisors.com

  • Over 10 years years experience in the financial services industry
  • Unviversity of Iowa - Bachelor of Science Degree in Finance, May 2014
  • Investment Advisor Representative of Woodbury Financial Services, Inc.

Lisa M. Rogers

   lrogers@dfg-advisors.com

  • Office Manager/Operational Specialist
  • Over 25 years experience with Duffner Financial Group, Ltd.
  • Northern Illinois University - Bachelor of Science Degree in Education, December 1985
  • Client relations and directing client requests

Lawrence E. Emmons CLU ChFC RHU

   larry.emmons@woodburyfinancial.net

  • Over 55 years experience in the financial service industry
  • Quincy University- Bachelor of Science Degree in Business, May 1963
  • The American College
  • Chartered Life Underwriter, CLU, May 1980
  • Chartered Financial Consultant, ChFC, May 1982
  • Registered Health Underwriter, RHU, May 1976
  • Investment Advisor Representative of Woodbury Financial Services, Inc.

John Wright CLU ChFC

   john@wrightfinancialservice.com

  • Over 35 years experience in the financial service industry
  • The American College
  • Chartered Life Underwriter, CLU, February 2000
  • Chartered Financial Consultant, ChFC, May 2004
  • Investment Advisor Representative of Woodbury Financial Services, Inc.

Michael Clifford

   m.clifford@woodburyfinancial.net

  • Over 35 years experience in the financial service industry
  • 17 years with the Chicago Board of Trade (Commodities Broker)
  • 18 Years Registered Representative with Woodbury Financial Services
  • Illinois State University - Bachelor of Science
  • Investment Advisor Representative of Woodbury Financial Services, Inc.

Health Benefits Consultants, Inc.

   www.hbc-advisors.com/

  • Servicing Small to Mid-Size Businesses since 1988
  • Firm of independent brokers specialize in assisting groups with the development and administration of their employee benefits packages  
  • Have working relationships with all of Illinois' largest insurance providers
  • Benefits offerings include: Health, Life, Dental, Vision, Disability, Health Savings Accounts, Flex Benefit Plans
  • Provide market analysis across insurance providers, onsite employee education, cost savings concepts, and a dedicated representative for your group

William J. Duffner CPA MST

   http://duffnercompany.com/

  • President of Duffner & Company P.C.
  • Associated with two International Accounting Firms for six years
  • Over 50 years of practicing in the present firm
  • DePaul University
  • Kellstadt Graduate School of Business - Master of Science Degree in Taxation
  • Millikin University - Bachelor of Science Degree in Accountancy and Economics in June 1974
  • Received CPA certificate in November 1979

Patrick T. Duffner CPA MST

   pduffner@duffnercompany.com

  • Over 15 years of practicing in the present firm
  • Bowling Green State University, Bowling Green, Ohio - Bachelor of Science Degree in Accountancy, December 2006
  • Received CPA certificate in June 2012
  • Received Master's Degree of Science in Taxation from DePaul University in June 2014
  • Work in areas including tax preparation & planning; preparation and analysis of financial statements, audit engagement planning, fieldwork, and assisting in audit report writing

Megan T. Haggerty

  • Butler University - Bachelor of Science, 2001, Graduated Cum Laude
  • Responsible for the completion of quarterly payrolltax returns for selected clients
  • 15 years with Duffner & Company, P.C., on office support staff concentrating on firm's own accounting operations

Stacy Dugger

  • Moraine Valley Community College - Associates Degree in Business
  • 15 years of accounting and bookkeeping services with Duffner & Company, P.C.
  • Assisting in the compilation and analysis of financial statements
  • Customer relations-directing client requests

Matthew J. Hunt

   http://thehuntgroup.com/

  • Vice-President of Hunt Insurance Agency, Inc.
  • Joined Hunt Insurance Agency in 2002 after a career with a multi-national financial services firm
  • Creighton University (Omaha, NE) - Bachelor of Science in Business Administration with an emphasis in Economics
  • Received Construction Risk Insurance Specialist (CRIS) designation from the International Risk Management Institute October of 2006
  • Currently working towards certifications as Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM) designation programs

 

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