Who

We understand that a personal relationship
is the most important part.

Meet your team. A group of professionals who excel at client service and gladly offer a wealth of industry knowledge.

Greg Scheider

COO

847.382.2600 [email protected]

Greg Scheider has been with Mooney Lyons Financial Services since 2003. He is currently serving as Chief Operating Officer, responsible for the development and implementation of new processes and technology. Prior to joining the team, he spent 10 years in corporate accounting with his last position as controller of a logistics company.

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Greg is a graduate of Illinois State University with a degree in Accounting. Greg is a CPA, Certified Public Accountant, and takes continuing education classes to keep up to date with ever changing tax laws. He works closely with clients to develop short and long term tax strategies through his firm Greg Scheider, LLC which is not affiliated with Mooney Lyons or LPL Financial. Greg maintains an Illinois State Life and Health License. He also has his Series 6, Investment Company & Variable Contracts Products, and Series 63, Uniform Securities Agent.

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Keith Mooney

Managing Partner

847.382.2600 [email protected]

Keith Mooney is the co-founder of Mooney Lyons Financial Services and the originating member of Keith Mooney & Associates. He has been in the financial services field for over 20 years. He graduated from Purdue University with a Bachelor of Science in Engineering. He is a frequent speaker at Northwestern University, DePaul, Elmhurst, Wheaton, Elgin Community College, and at several fortune 500 companies in the surrounding area. He hosted his own radio show, “Mooney talks Money”, in Chicagoland for over 10 years on matters concerning wealth management, personal finance, risk management, and investment planning. Keith is a Series 7 registered stock broker, 24 registered principal and has earned the designations of CFP®, ChFC and CLU®.

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Keith is a leading figure in the community and has dedicated himself to coaching youth sports and mentoring young athletes for the past 12 years. Keith and his wife Lori have 3 children. When time allows, Keith also enjoys vacationing, skiing, and movie watching.

Keith Mooney is registered to transact securities in: AZ, CO, FL, IA, IL, IN, MI, MO, MT, NC, NE, NY, OH, TN, TX, and WI. Insurance license in: AZ, CA Insurance License #OE77784, CO, FL, IA, IL, IN, MI, MO, NC, NY, OH, SC, TN, TX (#1359355) and WI. Advisory Services: IL.

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Joe Lyons

Managing Partner

847.382.2600 [email protected]

Joe Lyons co-founded Mooney Lyons Financial Services and is the founder of Joe Lyons, LLC. Joe has been in the finance field since 1996. He earned his Bachelor of Science from Illinois State University in December 1996 with a major in Finance. Joe is a frequent speaker at Northwestern University, DePaul University, Elmhurst College, Wheaton College, Elgin Community College, Harper College, and several Fortune 500 Companies located throughout the area. He has lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management, and Investment Planning.

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Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, so you can be sure that he provides experienced and professional planning services. To earn the CFP® designation, Joe had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Joe also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Joe currently resides in Village of Lakewood with his wife Julie, daughter Savannah and dog Mugsy. Joe enjoys coaching local youth sports, amateur photography, boating, water sports, and skiing. He has also volunteered his time to local school district as the chairman on the Financial Advisory Committee for District 158.

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mooney lyons

Ted Buckley

Financial Consultant

847.382.2600 [email protected]

Ted Buckley is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and currently holds his Series 7, stockbroker registration with LPL Financial and his Series 66 registration with Sequoia Wealth Management as an investment advisor representative. He also holds IL health and life insurance producer licenses. Ted is also a member of the National Association of Plan Advisors.

Ted graduated from St. Norbert College in DePere, Wisconsin in 1982 with a Bachelor of Business Administration. Ted has been married to Kelly for 28 years and they enjoy their 4 young adult children. He enjoys golf, biking, skiing triathlon and playing acoustic guitar.

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Ted has always been influenced by the importance of financial planning and a true desire to help people; he also previously enjoyed a successful career as a marketing and sales executive.

This combination of past real world experience gives Ted the diverse ability to focus in the areas of:

• Family Wealth Planning This includes investments, wealth management, retirement planning, insurance, tax planning, social security, estate planning and long term care insurance. Covering the accumulation, the disbursement and legacy planning stages of life.

• Business Financial Strategies such as attracting and retaining employees, business succession, managing short term cash, and managing personal wealth. Strategies include 401k plans, cash balance plans, deferred compensation plans, buy sell and key person.

Ted is a member of the St. Catherine’s Knights of Columbus, Sleepy Hollow Service Club, Chicago Dental

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Eric Mesko

Financial Consultant

847.382.2600 [email protected]

Eric joined the Mooney Lyons Financial team after 5 years in the banking industry and 9 years as a Financial Advisor. Eric currently holds his Series 7 and Series 6 registrations with LPL Financial and his Series 65 registration as an investment advisor representative with Sequoia Wealth Management. Both licenses are registered through LPL Financial. He also holds IL health and life insurance producer licenses. Eric graduated from Northern Illinois University with a bachelor’s degree in communications. Eric lives in Warrenville with his wife, Nancy, and their two cats. Eric enjoys golf, bowling, travel, music, playing tournament scrabble, and watching the Cubs win.

 



Mark Sommerville

Financial Consultant

847.382.2600 [email protected]

Mark Sommerville joined the Mooney Lyons Financial team in the fall of 2014. Mark joins us after working in the fitness and education industries for the past 7 years as a PE Teacher, Special Education Assistant, Certified Athletic Trainer, as well as a High School Basketball Coach. Mark currently holds his Series 7, stockbroker license, and his Series 66 license as an investment advisor representative. Both licenses are registered through LPL Financial. He also holds IL health and life insurance producer licenses. Mark graduated from Augustana College in 2007 with a bachelor of arts degree in Business Administration with a concentration in Finance.

 



Jeff Scheider

Investment Strategist

847.382.2600 [email protected]

Jeff Scheider has been a crucial part of growth for Mooney Lyons Financial Services. Jeff teamed up with Joe and Keith in June of 1997, and is responsible for several aspects of the day-to-day business. His responsibilities include brokerage account maintenance and general office operations. Jeff specializes in IRAs, brokerage accounts, cost basis and the operational aspects of security trading, settlement and distribution. He has an extensive background in the areas of Long Term Care and Life Insurance. Jeff earned his Bachelor of Science from Northern Illinois University in May of 1997 with a major in Finance.

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Jeff also holds his CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter designations. He is registered with Series 6 Investment Company & Variable Contracts Products, Series 7 General Securities, Series 24 Registered Principal registrations, General Securities registrations, and Series 65-Uniform Investment Adviser.

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Misty Parrillo

Client Services Specialist

847.382.2600 [email protected]

Misty Parrillo has been an integral member of the Mooney Lyons Financial Services team since 2004. Misty is responsible for the coordination and implementation of Licensing and Compliance for the office. Misty also oversees the annuity processing for the office. Misty graduated from Loras College with a Bachelor of Arts in Social Work and has her Illinois State Life and Health License. She also has her Series 7, general securities registration and her Series 66, combined state law registrations held through LPL Financial.

 



Cynthia Jacobs

Client Services Specialist

847.382.2600 [email protected]

Cindy Jacobs joined Mooney Lyons Financial Services in 2010. She manages the advisor's schedules and prepares all documents for upcoming client reviews. She also oversees seminar planning and is the first point of contact for new client on-boarding. Cindy graduated from Robert Morris College with an Associate Degree in Applied Science Business Administration. She has her Illinois State Life and Health License.

 



Jason Randl

Director of Client and Team Services

847.382.2600 [email protected]

Jason Randl joined Mooney Lyons Financial Services in 2006. Jason handles various tasks with Mooney Lyons. Jason is the main contact for new clients as they transition to Mooney Lyons Financial Services. He is responsible for maintenance of client accounts and training clients on the available technology.
Jason has vast knowledge of Social Security and account reporting. He is the first person to call if you have any questions about your account.

Jason graduated from Loras College with a Bachelor of Arts degree in Sports Management. Prior to joining the Mooney Lyons Financial Service team, he was a PGA Golf Professional in Illinois.

 



Shawna Scheider

Client Services Specialist

847-382-2600 [email protected]

Shawna Scheider joined Mooney Lyons in 2015 as a Client Services Specialist. Shawna has spent 25 years in the customer service business, primarily in the retail industry. Shawna is responsible for the day to day coordination of all schedules for the advisors and office staff, as well as scheduling client meetings, investment meetings and meetings with our colleagues in our community. Shawna serves as the primary point of contact when calling our office and also coordinates client events and communication. Originally from Nebraska, Shawna now resides in Gilberts with her husband and son where she enjoys watching her son play sports and attending Cubs games with her family.

 



Nadine Scheider

Marketing Associate

847-382-2600 [email protected]

Nadine Scheider joined the Mooney Lyons team in fall of 2016. As our Marketing Associate, Nadine is in charge of all aspects of our Marketing initiatives including Social Media, Web Content Management, Special Events and broadening our involvement with Community Sponsorships. Nadine has over 25 years experience in Human Resource Management.
Married to Greg, they love to travel to all kinds of sunny, beachy locations looking for that perfect retirement spot!! She has two kids – Kelly & Nick – and the cutest Pug ever – Deacon.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA,CO, FL, GA, IA, IL, IN, MD, MA, MI, MO, MT, NC, NE, NY, OH, OR, TN, TX, WA and WI.

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