CONNECT

Address:

9501 West 144th Place Ste 103
Orland Park, IL 60462

Phone:

708-966-4992

Fax/Other:

708-966-4215

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

    tduffner@dfg-advisors.com

  • President of Duffner Financial Group, Ltd.
  • Over 30 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.

Lisa M. Rogers

   lrogers@dfg-advisors.com

  • Office Manager/Operational Specialist
  • 17 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

   larry.emmons@woodburyfinancial.net

  • Over 40 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.

William J. Duffner

  • President of Duffner & Company P.C.
  • Associated with two International Accounting Firms for six years
  • Thirty eight 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

Michael J. Mahoney

   mjmahoney@woodburyfinancial.net  

  • Over 25 years in financial services industry
  • Saint Ambrose University Bachelor Degree in Business/Finance 1986
  • Business Development Mesirow Financial 1986-1990
  • Member Chicago Mercantile Exchange-Eurodollar Quadrant 1990-2005
  • Financial Advisor Merrill Lynch 2005-2007 Series 7, 66
  • Investment Advisor IAR Woodbury Financial since 2007

Patrick T. Duffner CPA MST

  • 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

John Wright

   john@wrightfinancialservice.com

  • Over 25 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.

Megan T. Haggerty

  • Butler University - Bachelor of Science, 2001, Graduated Cum Laude
  • Responsible for the completion of quarterly payrolltax returns for selected clients
  • Two 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
  • Five 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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