HANSON-FISHER - Key Persons
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Job Titles:
- Financial Advisor
- Managing Director - Investments
"I have always enjoyed working with people to set goals and then help them put a plan in place to accomplish them. Everything I do is about "putting the client first". It's rewarding to know that I am helping my clients plan for important life events - whether it's sending kids to school, enjoying a secure retirement, or protecting wealth for the next generation."
David Fisher is a veteran Financial Advisor who listens to his clients to gain a clear understanding of their current financial situation as well as their immediate and long-range goals. He then formulates an investment approach that can incorporate private money management, equity and fixed income investments, mutual funds, managed futures, and annuities to help his clients achieve their goals, whether they are sending children to college, planning a secure retirement, or passing wealth on to their heirs.
As a principal member of Hanson-Fisher Wealth Management, Dave is responsible for oversight of investment strategy, client services, and advisor development. He frequently conducts classes on investment issues, including asset allocation and equity investment strategies, and retirement and estate planning topics. He also makes presentations to business owners on retirement benefits, liquidity matters, and executive compensation. David earned an advanced degree in economics and finance from the University of Chicago™ Graduate School of Business after receiving undergraduate and advanced engineering degrees from Iowa State University and the University of Texas at Austin. Dave joined A.G. Edwards in 1998 after spending nearly 10 years at a Fortune 500 company working in corporate finance and marketing. In 2007, Dave Hanson joined his practice with David Fisher to form Hanson-Fisher Wealth Management and in 2010 the group left Wells Fargo Advisors to join Benjamin F. Edwards.
Dave is a licensed pilot and enjoys running and motorcycling. Dave and his wife, Ruth have three children and enjoy visiting National Parks and hiking.
Job Titles:
- Certified Financial Planner
- Managing Director - Investments
"I have been a CERTIFIED FINANCIAL PLANNER™ Professional since 1982 with a goal of putting my clients and their financial needs first and foremost. I have tailored my practice to create retirement income strategies and long-term goal planning. As a client's needs change over time, our team works to ensure their financial strategies remain appropriate. We work to give our clients the very best service possible and have allied ourselves with a firm that shares the ‘client-first' tradition."
David Hanson is a Certified Financial Planner™ professional who understands the value of cultivating long-lasting and trusting relationships with his clients. Dave develops investment strategies that are designed to meet their financial goals, while also being mindful of their risk tolerance. Whether developing a portfolio of individual investments, planning for retirement, or transitioning wealth to the next generation, Dave can develop a personalized approach to meet his client's needs. As a principal partner of Hanson-Fisher Wealth Management, Dave is responsible for oversight of investment strategy, client services, and advisor development.
Dave is a graduate of Augustana College in Rock Island, IL, with a Bachelor of Arts degree in Business Administration and Accounting. Dave earned his CFP® certification in 1982 and began his career as a financial advisor with the investment firm A.G. Edwards (now Wells Fargo Advisors). Dave Hanson joined his practice with David Fisher in 2007 to form Hanson-Fisher Wealth Management and in 2010 the group left Wells Fargo Advisors to join Benjamin F. Edwards & Company.
Outside of work, Dave is active in his community and served as a deacon with Highpoint Church in Naperville. Previously, he was a member of the board for the Ulster Project and Koinonia House National Ministries. He also works as a board consultant for Missionary Sisters Health Care Systems. Dave is married and has three grown children and six grandchildren. He enjoys fishing, gardening, traveling, and family activities, including camping with his sons.
Job Titles:
- Senior Registered Financial Client Associate
With previous experience in marketing, real estate and international trade and transportation, Linda began her career in the securities industry in 2004 when she joined A.G. Edwards. In 2010 Linda obtained her FINRA Series 7 & 66 and joined Benjamin F. Edwards. She is married with two grown children and enjoys spending time with her family and horse related activities.
Job Titles:
- Registered Financial Client Associate
Mara Lombardi moved to Wheaton, IL and joined Benjamin F. Edwards in 2018 after working in the nonprofit sector in Washington, DC. She is a proud Taylor University alumna and Pennsylvania native who graduated with a bachelor's degree in Finance. Mara loves her daily work of serving clients and keeping her team organized. In 2024, Mara obtained her FINRA Series 7 & 66 registrations. In her spare time, Mara can be found facetiming with her nephews and spending time with friends. She also enjoys travel, sewing, and HGTV.
After sitting down with his wife and a financial professional to work on their own financial plan, Matt Clooten knew that he made the right decision in 2007 to leave his leadership position in the pharmaceutical industry after nine years to join the financial consultant training program at brokerage firm A.G. Edwards. Working for Pfizer as a district manager sharpened Matt's business acumen and made it clear to him how much he valued strong client relationships. He knew that the process of working with his clients and developing strategies that would help them achieve their financial goals would energize him.
In 2010, Matt joined Benjamin F. Edwards & Co., a firm that is committed to providing top-notch, client-first service, while also adhering to the Golden Rule. As a financial consultant at Benjamin F. Edwards & Co., Matt can provide a wide-range of services, from helping define a financial approach that suits the unique needs of his clients, to selecting the individual investments that may be a part of it. In addition, he is prepared to assist his clients as they map out a plan for retirement and outline the wealth transfer strategies that will help ensure that their assets move to the next generation in a smooth and orderly manner.
With access to a broad array of company resources, including some of the industry's leading money managers, Matt helps his clients make informed investment decisions based on their specific needs. At Benjamin F. Edwards & Co., Matt does not have any product or sales quotas, and is free to recommend the investments and services that best fit his clients' investment goals.
In addition to his professional responsibilities, Matt is an elder at the Well Church in Madison and volunteers whenever he can in the community. He loves spending time with his wife, Allison, and his daughters, Ruby, Madison and Chloe. His other interests include reading, exercise, playing guitar, hunting and fishing.
Job Titles:
- Senior Registered Financial Client Associate
Stacy joined Benjamin F. Edwards in July 2022. Stacy brings with her over 15 years of experience in the financial services industry having previously served as a Portfolio Associate with Morgan Stanley and a Client Service Associate with UBS Financial Services. She has earned a Bachelor's Degree in Accounting from Friend's University and holds Series 7 and 66 licenses along with Illinois Life and Health insurance licenses.
She lives in Sugar Grove, IL with her husband and two sons. When she is not on the sidelines cheering on her boys at their activities, she enjoys reading, swimming, and spending time with family and friends.
Job Titles:
- Senior Registered Financial Client Associate
A seasoned administrative professional, Susan joined Benjamin F. Edwards in 2010. She began her career in the securities industry when she joined A.G. Edwards (now Wells Fargo Advisors) in 1992. Susan obtained her FINRA Series 7 and 63 in 2000 and is exceptionally familiar with the processes and procedures relating to client account management and support at Benjamin F. Edwards. Married with two adult children, Susan enjoys listening to music, travel, reading and spending time with family and friends.
"I am proud to be a part of Benjamin F. Edwards. This organization embodies what is good and true about this business of financial advice. As a financial advisor my primary aim is to partner with my clients to analyze their short, and long-term needs, and determine the most effective resources to meet these needs. With access to a wide variety of products, platforms and strategies, I work hard to offer customized portfolios based on my clients' goals, objectives and life stages. Together, we will work as a team to put the right plan in place to help accomplish what matters most to you."