Our Team
The wealth management team:
Donald J. Figura, CPA, Chief Executive Officer
- Founder and current CEO for Wolf Financial Management LLC
- A founding partner of Wolf & Company LLP, a certified public accounting firm
- Active member of the American Institute of Certified Public Accountants and Illinois CPA Society
- Holds securities licenses FINRA series 7, 63 and 24
- B.S. degree in Accounting from DePaul University
Peter F. Bauer, CFA, CPA, President, Chief Investment Officer
- Chartered Financial Analyst with more than 30 years experience
- Specializes in portfolio management and investor education
- Prior experience as President and CEO of the investment services division of a Chicago area bank
- Active member of CFA Society of Chicago, CFA Institute, American Institute of Certified Public Accountants, Illinois CPA Society and PKF NAN Investment Advisory Services Committee
- B.A. with honors from the College of Wooster
- Frequently acts as featured speaker at seminars for Wolf Financial Group and professional organizations; has authored numerous articles regarding investing and related topics
Tunia R. Mycyk, Vice President
- Financial Advisor with more than 12 years experience
- Specializes in portfolio management and retirement planning
- Wealth management team member with Wolf Financial Group for more than five years
- Educates 401k plan participants on retirement planning and benefits of asset allocation and diversification
- Prior experience as Financial Advisor with major international bank and securities firm
- B.B.A. from Loyola University of Chicago
- Candidate of Certified Financial Planner (CFP) designation
Raymond J. McFaul, Vice President
- Retirement Plan Consultant with more than 12 years experience
- Works with plan sponsors to design, implement and administer employee benefit plans
- Oversees the third party administration (TPA) practice at Wolf Financial Management
- Previously worked for the head office of a major investment management firm and London office of an international firm that outsources HR processes and provides HR consulting
- B.S. from the College of Business and Management at the University of Maryland at College Park
Douglas J. Ulrich, CPA, CFP, ChFC Financial Advisor
- Certified Financial Planner ® (CFP), Certified Public Accountant (CPA), and Chartered Financial Consultant (ChFC)
- Works with individuals and families to define and achieve their financial planning goals and objectives
- Prior experience as a Senior Financial Planner at a large independent financial planning firm specializing in the complex personal financial planning of Fortune 500 executives.
- Active member of Edelman Financial Network (EFN), Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), and the Illinois CPA Society
- Frequent guest speaker on financial planning issues for small businesses and civic organizations
- Regularly featured in the "Ask The Expert" column in the business section of the Chicago Sun Times
- Teaches as an undergraduate finance course on personal investment management at Elmhurst College
- B.S. in Finance, with honors from the University of Illinois
Darrell Pepple, CRPS, Vice President, Compliance
- Financial Advisor with over 25 years experience in the financial service industry
- Focus on Portfolio Management and Retirement Planning
- Prior experience as founder and owner of a Registered Broker/Dealer and Registered Investment Advisor
- MBA from Northern Illinois University and B.S. from the University of Illinois
Brian Plain, CCPS, CFP, Financial Advisor
- Certified Financial Planner ® and Certified College Planning Specialist
- Works with individuals and families to define and achieve their financial planning and objectives
- Helps parents and students through the college planning, funding and selection process
- Active member of Edelman Financial Network (EFN), Financial Planning Association (FPA), and the National Institute of Certified College Planners (NICCP)
- Frequent guest speaker on financial planning issues for small businesses and civic organizations; regularly gives presentations on college financial planning for many local schools and PTO/PTA groups
- B.S. in Finance from Stonehill College
- Registered Representative
- Specializes in advisor support and client services including trading capabilities
- Acts as a point of contact for problem resolution
- Five years of legal administrative experience
- Certified Paralegal
- B.A. in English from DePaul University
- Candidate for Second Bachelor in Public Administration with a minor in finance and Masters in Public Administration
Rene Seper, Client Service Representative
- Registered Representative
- More than 20 years experience
- Specializes in client service and support
- Prior experience as a manager with a major brokerage firm