James A. Mosteller, J.D., ChFC®, AIF®
Mr. Mosteller received his bachelor’s degree in finance from The Ohio State University and his juris doctorate from The John Marshall Law School in Chicago, Illinois. James is an Accredited Investment Fiduciary®, a designation from the Center for Fiduciary Studies. He has earned the Chartered Financial Consultant (ChFC®) professional designation from The American College. Candidates for the ChFC® designation must complete a minimum of eight courses and 16 hours of supervised examinations. Known as the financial planning industry’s highest standard, the ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals and small business owners. ChFCs are also able to provide expert advice on a broad range of financial topics, including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Mr. Mosteller is a principal of Liberty Asset Management, Inc. and the founding partner of the law firm of Mosteller & Holmberg, P.C., with a practice focusing in estate planning, tax, and estate/trust administration. He is also a licensed insurance producer. Mr. Mosteller published his book, “If You Can’t Beat ‘em, Join ‘em,” in 2007 in an effort to provide retirees and those nearing retirement with a simple yet comprehensive overview of estate and investment planning topics. He was featured in Crain’s Chicago Business and has been heard during the WBBM noon business hour as part of the “portfolio doctor” and “stock picker” segments of the show. Mr. Mosteller is married and has three daughters; his free time is spent coaching his kids, golfing and scuba diving.
Richard K. Holmberg, J.D.
Mr. Holmberg received his bachelor’s degree from The University of Illinois, Urbana-Champaign and his juris doctorate from The John Marshall Law School in Chicago, Illinois. He is a licensed insurance producer and an investment adviser representative with Liberty Asset Management, Inc. Mr. Holmberg is also a partner in the law firm of Mosteller & Holmberg, P.C. He brings a wealth of knowledge regarding the estate planning and asset management process in his capacity as one of the trusted advisers of the firm. Mr. Holmberg was recently honored for the second consecutive year as a Five-Star Wealth Manager. The list of 2011 Chicago Five Star Wealth Managers is a select group, representing less than 2 percent of licensed wealth managers in the area. Mr. Holmberg is married and has two boys. He enjoys coaching his kids in both football and baseball and playing golf.