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Moderators

Tranel

Roch Tranel

Certified Financial Planner,
CEO and founder of The Tranel Financial Group

Roch Tranel, Certified Financial Planner, is CEO and founder of The Tranel Financial Group located in Libertyville, Illinois. Roch has been helping individuals reach clarity and confidence about their financial future for over 25 years. Helping people enjoy a better life through successful financial planning is Roch’s passion in life. Roch has assembled a team of professional financial advisors who are committed to the same principles and share the same commitment to providing an unparalleled client experience.

As an active leader in his community, Roch has served on several boards, including the GLMV Chamber, The Rotary Club and the Great Lakes Adaptive Sports Association and Pinnacle Forum. Currently, Roch is President of Founders 55 NFP, Inc. where he enjoys using his gifts of innovation and leadership. He also shares these gifts by supporting The Global Leadership Summit, Freedom One Networking and the Taste of Life Program Intern Program at The Tranel Financial Group

Roch is the author of two books, The Friend Economy and Sunny Side Up, with his new book on the horizon, Eight Things I Wish I Knew before I Retired.



Jackson

Aki Jackson

Certified Public Accountant (CPA)
Public Speaker
Trainer and Business Performance Consultant

Aki worked in business for over 30 years advising management at all levels in the areas of manufacturing operations, sales and marketing, transportation and logistics and finance. He has been recognized for the ability to analyze and unpack complex situations and issues to support business planning and strategy alignment.

With extensive experience directing financial operations within a complex, world-recognized company, he brings to the table a wealth of knowledge and the expertise needed to support decision-making at the highest levels. His background includes serving as controller for a corporate division, advising leaders on strategies and business opportunities and driving a variety of fiscal functions that are critical to organizational health and growth.



Marshall

James F. Marshall

Vice President of Business Banking, MB Financial Bank

James F. Marshall enjoys assisting entrepreneurs and business owners move, hold and borrow money. He has over 23 years of experience working in the Lake County financial market.

Jim is Meeting Facilitator for the Grayslake Business Breakfast Group and Founder of Next Level Networkers. He also sits on the Board of Directors for Epilepsy Services of Northeastern Illinois.