Our Team Ted R. Putbress 847-590-9513 847-749-2508 [email protected] Ted R. Putbress has over 30 years of experience serving people in the Financial Services industry. He is the principal of Northern Resource Group, Inc. which he founded in 1992. The focus of the practice is in Chicago and suburbs, but clients have expanded to an eight state area. Ted’s vision is to provide product, advice and services for people and business through a network financial institutions, associates and firms. Northern Resource Group, Inc. is a company that truly researches and works for the client. The mission of our firm is to help insure, preserve and protect retirement plans on behalf of individuals and companies. William Kelly 847-895-9151 847-895-7320 Kelley, Kelley & Kelley1535 West Schaumburg RoadSchaumburg, IL 60194www.kelleykelleykelley.comWilliam Kelley completed his Juris Doctor cum laude at Loyola University of Chicago, in 1980, where he graduated in the top 2% of his class. He served as an Associate Editor on the editorial board of the Loyola University Law Journal and received the American Jurisprudence Award in 1980. He also earned his baccalaureate degree cum laude at Loyola University of Chicago. He was admitted to the Illinois Bar in 1980. Shortly after being admitted to practice in Illinois, he accepted a prestigious clerkship with the Louisiana Supreme Court from 1981 to 1982. In 1982, he returned to private practice in the State of Illinois.His extensive transactional and commercial law experience and prudent counsel have proven to be a tremendous benefit to the firm’s business clientele. He has provided a broad range of experience in employment law matters, non-competition agreements, asset purchase agreements, stock repurchase agreements, commercial property development, lease negotiations, profit sharing plans, joint ventures, business formations and dissolutions, and tax related issues. His counsel has been instrumental in facilitating the acquisition, sale and transfer of multi-million dollar business ventures while minimizing the tax ramifications thereof.William Kelley’s numerous professional and civic memberships reflect his energy and vision. He is a member of the American Trial Lawyers Association, Illinois Trial Lawyers Association, Illinois State Bar Association, Northwest Suburban Bar Association, and Federal Trial Bar. Bill currently serves as co-chair of the Bench-Bar Committee and is on the Board of Governors to the Northwest Suburban Bar Association. Bill is also an active member of the Northwest Suburban Estate Planning Council as well as the Estate Planning Committee and Judicial Review Committee to the Northwest Suburban Bar Association.The attorneys listed here are not affiliated with or endorsed by Woodbury Financial. Gerald J. Smoller 847-777-7237 847-777-7355 Kovitz Shifrin Nesbit175 North Archer Ave.Mundelein, IL 60060www.ksnlaw.comMr. Smoller is a principal of the firm, which he joined in 1985, and has been a practicing attorney since 1968. Mr. Smoller concentrates his practice in matters of commercial real estate, business organization, representing professional practices and estate planning. He is regularly engaged by clients to represent them in the sale and purchase of commercial real estate and the drafting and negotiation of leases. He counsels business clients in the purchase and sale of their business and represents them through the complexities of the transaction as well as structuring the family’s estate plan. He has served as an arbitrator in Cook County’s Mandatory Arbitration Program, and lectures in the field of estate planning and asset preservation.The attorneys listed here are not affiliated with or endorsed by Woodbury Financial. Patrick J. Arnold Intellectual Property Attorney 312-775-8000 312-775-8100 McAndrews, Held & Malloy Ltd.500 West Madison Street, 34th FloorChicago, Illinois 60661www.mcandrews-ip.comThe McAndrews law firm is a traditional, long-established patent boutique, with over 85 attorneys specializing in the area of patent, trademark, and copyright law. The McAndrews firm has vast experience in both intellectual property litigation and procurement, and the McAndrews attorneys’ backgrounds cover all areas of science and technology. With a background in physics, Pat’s experience in both litigation and procurement has included a wide variety of intellectual property matters.The attorneys listed here are not affiliated with or endorsed by Woodbury Financial. David J. Melz, CPA, MST 847-647-6701 847-647-6704 Stephen M. Meltz & Associates, CPA’s, PC6954 West Touhy Avenue, Suite 101Niles, IL 60714www.meltzcpa.comDavid is an experienced CPA with 16 years of practice. David specializes in the preparation of income tax returns for individuals, partnerships, estates, trusts, and businesses. He advises clients on tax planning for individual and business entities. He is proficient with QuickBooks for accounting and bookkeeping. His clients are local, national and international. He earned his master’s of science in taxation degree from Northern Illinois University. He also has degrees from the University of Illinois and Indiana University. He is currently the president of the Northwest Suburban Estate Planning Council.Stephen M Meltz & Associates is a two-person family firm where we strive to provide all clients personalized, friendly advice in simplified language. He wants to take the compliance burden off his clients. He enjoys enabling taxpayers to minimize their tax burden. By working with a group of financial and legal professionals, David can help the clients achieve their goals in the most efficient manner.The CPAs listed here are not affiliated with or endorsed by Woodbury Financial.