Meet our Team
President & Financial Advisor
In a career that began by preparing tax returns for his college friends, Mike has been caring for the financial lives of others for over 34 years. Recognized for his service to clients, Mike has received multiple national accolades as a financial advisor from Worth Magazine and Money Magazine over the years.
Mike is President of the wealth management firm, Kabarec Financial Advisors. He has been admitted to the prestigious "Registry of Financial Planning Practitioners," and has several prominent designations or registrations including:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Enrolled Agent (EA) for Client IRS Representation
- Personal Financial Specialist (PFS) certified by the AICPA
Mike is a member and past president of the National Association of Personal Financial Advisors (NAPFA), an organization advancing the practice of "fee only" financial services. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. In addition, Mike has served as a faculty member at Harper College, Palatine, IL and the College of Financial Planning, Denver, CO. He has also served on several committees of the International Board of Standards for Certified Financial Planners (IBCFP), the certification board of the financial advisory profession. Also, Mike serves on the Physicians Financial News panel of experts and is a frequent lecturer to community, industry, consumer, and business organizations.
He received his Bachelor of Science Degree in Accounting from Northern Illinois University and has done extensive postgraduate work in finance and taxation.
Mike is an obsessed golfer and spends much of his free time on the golf course. He is also an avid reader of business and the financial press.
Influenced at an early age her father who often talked about investing and actively bought and sold stocks, Lisa developed a love of the markets. This passion lead her to a career in financial services.
Lisa started in the financial services industry after college. She began in 1990 working on the retail side. Today Lisa's main area of focus is researching new investment ideas for clients’ portfolios. She also maintains the firm’s internal information and communication to ensure we are aware of any news regarding our investments and the impact it has on our portfolios. Another main area of focus is on placing investment trades as well as maintaining client asset allocations that coincide with the individual objectives and risk tolerance.
She received a Bachelor's degree in Business from DePaul University in Chicago.
In her spare time, Lisa enjoys spending time with her children and family, attending sporting events, and volunteering for her children’s activities. Lisa enjoys doing yoga, walking her dog and skiing.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Mark has been helping clients achieve their financial independence for almost a decade. Prior to joining KFA, Mark pursued his career as a CFP® professional at some of the leading financial firms in the industry such as Morgan Stanley, Charles Schwab and BMO Harris Financial Advisors.
Mark joined the KFA team as a Senior Financial Advisor. He is responsible for managing all aspects of the financial planning and investment process for KFA clients. Providing holistic wealth management that motivates, encourages and guides KFA clients through every stage of life is his top priority.
Mark received his Bachelor of Science degree in civil engineering from the University of Iowa. He then went on to pursue his MBA at Colorado State University. Mark’s love for learning did not stop there. He completed extensive training, coursework and exam requirements to receive his CFP®. Mark is an active member of the Financial Planning Association.
Mark and his wife have been married for 17 years, they lived most of that time in Colorado before moving back to Illinois last year. They are the proud parents of three young children. Mark and his family love the great outdoors, they enjoy skiing, running, hiking and golf. Although if you were to ask Mark’s family, they would say that Mark spends most of his time obsessed with financial planning and researching investments - spending way too many evenings playing with his spreadsheets.
Linda has been a member of the Kabarec team for over seven years. She brings with her 30 years of client service experience. She focuses her time on all client account paperwork and any Schwab day to day details you may need assistance with. She handles daily office accounting and communication within the office.
Linda handles annual required minimum distributions from IRA's and is responsible for maintaining our portfolio management software and making sure the data is correct on a daily basis. Linda is also the person to contact if you need help accessing your online statements from KFA.
Linda enjoys spending time with her husband, Michael, two daughters and son-in-laws, and four beautiful grandchildren.
Barbara has a rich background in banking and financial lending. She brings her mortgage background and experience in servicing clients to our firm.
Barbara is the warm and friendly first point of contact who our clients will hear when they call or come into the office. She truly enjoys conversing and lending a helping hand to others whenever she can - whether it’s clients or staff.
She is also primarily responsible for scheduling client meetings, sending out client correspondence and numerous other client related tasks.
Barbara has held many board and community leadership positions throughout her career, with the most recent serving on the Board of Directors for the Palatine Township Senior Citizens Center. She also enjoys spending time with her husband, working on stained glass projects, as well as taking walks with their beloved dogs.