Our dedication to providing comprehensive, Fee-Only financial planning is evidenced through our founder and our associate’s membership in NAPFA, the National Association of Personal Financial Advisors.
We stand ready to guide you with prudent, thoughtful advice as you navigate the sometimes uncertain waters of personal finance.
Our President and Chief Investment Officer is a NAPFA-registered financial advisor. He has been helping people successfully accumulate and manage wealth since 1991. He is founder and principal of Mentor Capital Management Inc., a registered investment advisory firm. Prior to establishing the firm, he enjoyed a successful financial planning career with American Express Co.
John previously spent 14 years as a journalist, first as a reporter and editor, then as editor in chief of a group of newspapers in suburban Chicago.
He has a bachelor’s degree in journalism from the University of Missouri and has completed the professional education program of the College for Financial Planning, Denver, Colo. He is licensed as a Certified Financial Planner and Investment Advisory Firm Principal. He formerly was licensed as a Registered Representative of the NASD and as an Illinois Insurance Producer.
John is a fourth-generation resident of Elmhurst, Ill. An avid outdoorsman, he also enjoys writing, traveling and spending time with his family and his dogs. He has been a member of the Elmhurst College Planned Giving Committee since 2001 and has held leadership positions with the Elmhurst YMCA Board of Trustees, Bethel United Church of Christ, the Edison School PTA and the Elmhurst Rotary Club for which he is head of the Foreign Exchange Program.
Daniel B. Carey, CFP, is a member of the board of directors and vice president of Mentor Capital Management Inc. He joined the Mentor team in August 2007. He formerly was employed with Clune & Associates, a financial advisory firm in Chicago, where he worked since June 2000.
Daniel is registered with the Illinois Securities Department as an Investment Advisor Representative. He completed the College for Financial Planning professional education program and was awarded the Certified Financial Planner distinction in March 2004. Daniel advises clients on a broad spectrum of wealth management issues and is licensed to provide guidance on life, health, disability and long-term care insurance.
A graduate of The University of Notre Dame, Daniel has a degree in Finance and Computer Applications. While at Notre Dame, he was a member of the Fighting Irish football team, where he held the position of defensive lineman and snapper.
Outside the financial world, Daniel is an active member of the Notre Dame Club of Chicago and the Hamburg Athletic Association. He is an avid sports fan who enjoys attending football games at his alma mater and many baseball games in his hometown, on the South Side of Chicago. He also enjoys volunteering for his favorite charities: Misericordia and the Special Olympics.
Sarah is Mentor Capital’s Operations Manager and Paraplanner. She is responsible for client service and works with John and Dan in all areas of financial planning. Sarah graduated from Loyola University of Chicago with a degree in Communication. She has used her attention to detail and love of learning in all her different endeavors. Early in her career Sarah worked in logistics, later in the human resources field. More recently she has been busy at home with her four children, which has taught her well in the areas of planning and scheduling, negotiations and stress management. She is available to make sure all client issues are satisfactorily resolved.
Outside of Mentor Capital Sarah is busy with her family, enjoying the outdoors and generally running around. She resides in Elmhurst.