CANTLON FINANCIAL PLANNING - Key Persons


Michael F. Cantlon

Michael F. Cantlon graduated from De Paul University with a Bachelor's Degree in Accounting. His early work experience was as an Auditor and then Corporate Controller until 1983. In 1984, Mike founded Cantlon Financial Planning as the sole proprietor. He has over 40 years of personal investing experience in stocks, bonds, options, annuities, IRAs and mutual funds. He also has 40 years of experience in corporate matters: Accounting, income taxes, insurance, employee benefits, auditing, acquisitions and divestitures, legal, investments and personnel. Mike has 24 years of continuous operation as a financial planner.

Robert T. Gephart

Cantlon Financial Planning, LLC is a State Registered Investment Advisory Firm. Michael F. Cantlon's CRD# is 1337858. Mr. Thomas E. Guyett's CRD # is 4365000. Robert Gephart's CRD # is 5961800. Our firm's CRD # is 106622. We are registered with the State of Illinois, Securities Department and subject to its regulation and oversight. Visit www.sec.gov to view our regulatory profile.

Thomas Guyett

Thomas Guyett's financial planning career originated from his relationship as a Cantlon Financial Planning client. His former profession was turning around underperforming foodservice operations. In mid-2000, Tom and his business partners made a bid to purchase his latest successful turnaround (one that doubled sales from $1 million to $2 million in three years). Mr. Cantlon was advisor to Mr. Guyett's investment group. Mike became impressed with Tom's willingness to take on risk tempered with sound financial judgment. The deal did not consummate, at which time Mike suggested that he and Tom combine their strengths to add value to Mike's financial planning concern. Already familiar with Mikes investment methodology, Tom was a natural fit. He was a quick study in learning the fundamentals of financial planning and portfolio management. He attained full partner status in 2005.