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Our Team

Stephen W. Mack, CFP®, RFC



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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Ed Gjertsen II, CFP®

Vice President

847-657-6600 x110

Ed is Vice President of the financial planning and money management firm 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 comprehensive financial planning, working in partnership with clients to develop legacy plans and strategies to achieve financial independence.

A sought-after industry expert, Ed has presented locally, nationally and internationally on a wide range of personal finance topics and industry trends. He is frequently featured in numerous local and national media outlets, including: The Wall Street Journal, The New York Times, CNBC, Bloomberg, NPR, ABC, MSN, Barron’s, The Journal of Financial Planning, AARP Magazine, The Chicago Tribune, WBBM Noon Business Hour and Yahoo Finance.

Ed proudly served the profession as Chairman of the Financial Planning Association’s National Board of Directors, leading 22,000 active members. He is a co-founder of the FPA National Diversity Initiative and is past President and Chairman of the Financial Planning Association of Illinois, one of the nation’s largest Chapters. He is a recipient of the FPA of Illinois Heart of Financial Planning Distinguished Service Award.

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

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