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Stephen W. Mack, CFP®, RFC



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Mr. Mack is owner and President of Mack Investment Securities, an FINRA broker dealer handling security investments, The firm was originated in January 1986.  Mr. Mack, a CERTIFIED FINANCIAL PLANNER practitioner, has been involved in the securities business for more than 32 years.  Formerly one of Merrill Lynch’s top brokers, Mr. Mack was the resident manager of the Merrill Lynch Rockford, Illinois branch office. 

Mr. Mack attended the University of Michigan, graduating in 1976 with a degree in finance.  Mr. Mack joined his father in their family Cadillac business in the summer of 1976.  After attaining the position of General Sales Manager for Mack Cadillac, Mr. Mack left to join Merrill Lynch in 1981 locating originally in their Sears Tower branch.

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Edward W. Gjertsen II, CFP®

Vice President

847-657-6600 x110

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Ed is Vice President of Mack Investment Securities, Inc.  As a CERTIFIED FINANCIAL PLANNER professional, he has been serving the financial planning needs of clients for over twenty-five years.  He specializes in retirement planning, portfolio management, and estate planning with a keen focus on assisting clients to become “financially organized.”

 A sought-after industry resource, he has appeared on local and national television and has been quoted and published in numerous local and national media outlets. A popular speaker on personal finance, Ed presents at local and national conferences, non-profit organizations as well as community and City of Chicago venues. 

 Ed served the profession as past Chairman of the Financial Planning Association’s National Board of Directors, a professional non-profit with over 24,000 members.  He is one of the co-founders of the FPA National Diversity Initiative and is past President and Chairman of the Financial Planning Association of Illinois, the nation’s largest Chapter.  He is a recipient of the FPA of Illinois 2008 Heart of Financial Planning Distinguished Service Award.  

 He graduated with a Bachelor of Science degree in Economics from Illinois State University and recognized as a distinguished alumnus. He resides in Winnetka Illinois with his wife and two children.

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