Duane J. Daniels

ChFC, CFP, CPA

ChFC, CFP, CPA

Managing Director

6182062061

• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Public Accountant designation
• Chartered Financial Consultant® certification
• FINRA Series 7, 63, and 65 securities licenses
• Life, health, and variable insurance licenses (including annuities)

Duane began his investment industry career in 1999 and joined Community Financial Advisors in 2000.  Prior to that, he worked for SuperValu, one of the largest food wholesalers in the U.S., for nearly 20 years.  Most recently, he was the Chief Financial Officer and Vice President of Finance for Shop ‘n Save Warehouse Foods, a wholly owned subsidiary of SuperValu.

Duane earned a B.S. in Business Administration with an emphasis in Professional Accounting from Southern Illinois University-Edwardsville.  He passed the CPA exam in 1980 and has worked in the accounting and finance fields for most of his career.  He is a member of the American Institute of Certified Public Accountants.

Outside the office, Duane is actively involved in his church and served as board chair of the St. Nicholas Building Campaign Committee.  He is also active in the Knights of Columbus as a board director of the Columbus Club.  In his free time, he enjoys spending time playing golf and relaxing with his wife and four children.

Christopher A. Howard

CFA, CFP, CPA

CFA, CFP, CPA

Managing Director

6182062061

• Chartered Financial Analyst® designation
• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Public Accountant designation
• FINRA Series 7 and 66 securities licenses
• Life and variable insurance licenses (including annuities)

Chris began his investment industry career at Community Financial Advisors in 2010.  He began his career in corporate accounting and transitioned to public accounting, where he gained extensive experience in corporate and individual tax planning.  He also served as a controller for multiple businesses.  Chris earned a B.S. in Accounting from Missouri State University.  

While working full time, Chris earned an M.S. in Accounting from Southern Illinois University-Edwardsville, the CFP® certification, his CPA license, and Series 7 and 66 securities licenses.  In 2015, he earned the Chartered Financial Analyst® designation.  He is a member of the American Institute of Certified Public Accountants and St. Louis CFA Society.

Outside the office, Chris enjoys spending time with his wife and two kids, Grant and Elise.  He is also an avid golfer and serves on the leadership council of his church.

Jonathan D. Daniels

CFP, CMFC

CFP, CMFC

Director/Investments

6182062061

• CERTIFIED FINANCIAL PLANNER™ certification
• Chartered Mutual Fund Counselor™ designation
• FINRA Series 7, 24, and 66 securities licenses

Jonathan is in charge of the team’s investment product research.  Working with families and businesses, he helps guide them while selecting appropriate investment vehicles to help them pursue their short- and long-term goals.

Jon began his career at Century Securities Associates, now known as Stifel Independent Advisors, as an Operations Coordinator and quickly transitioned to Stifel as a Mutual Fund Specialist.  In his most recent previous role as a analyst for Stifel’s Traditional Products Research Group, Jon and his team were in charge of selecting and recommending mutual funds, exchange traded funds (ETFs), and separately managed accounts.  They also managed more than $2 billion in discretionary home office portfolios.  Jon earned a B.S. in Business Administration from the University of Missouri-Columbia.

Outside the office, Jon enjoys traveling and spending time with his friends and family.  He also loves scuba diving and is a certified SSI Divemaster.

Matthew Wischmeier

CFP

CFP

Director/Investments

6182062061

• CERTIFIED FINANCIAL PLANNER™ certification
• FINRA Series 4, 7, 9 & 10, 24, and 66 securities licenses

Matt works with families and businesses to establish and implement investment strategies that align with their short- and long-term financial goals.

Matt began his career with Century Securities Associates, now known as Stifel Independent Advisors, as an Operations Coordinator, and then moved on to Stifel working within the firm’s Equity Options department.  He eventually was promoted to Vice President and Manager of the Options Desk and was responsible for overseeing all aspects of the firm’s options business, including trading, marketing, and risk management, among others.  His true passion to work directly with clients led him to join the Community Financial Advisors team in 2015.  Matt earned a B.S. in Business Administration from the University of Missouri-Columbia.

Outside the office, Matt enjoys spending time with his wife and two kids, Jack and Charlie.  Matt is an avid golfer, sports fan, and traveler.

Matthew Schroeder

CRPC

CRPC

Financial Advisor

6186078066

• Chartered Retirement Planning Counselor™ designation
• FINRA Series 7 and 66 securities licenses
• Life, health, and variable insurance licenses (including annuities)

Matthew graduated with a B.S. in Recreation, Sport, and Tourism from the University of Illinois in Urbana-Champaign.  After graduating, Matt spent time overseas working in South Korea.  After returning stateside, he began his investment industry career in 2014 with Merrill Lynch and worked for Edward Jones prior to joining Community Financial Advisors in 2023.  He has a passion for guiding his clients on their journey while pursuing their financial goals.  Matthew holds Series 7 and 66 securities licenses, as well as the Chartered Retirement Planning Counselor™ designation. 

Matthew is actively involved in his church, served on the Holy Childhood Capital Campaign Committee, and volunteers with the Knights of Columbus.  He is also involved with his children’s school on the Holy Childhood School Board.  He is a past president of the Noon Lions Club of Mascoutah.  Outside the office, he enjoys spending time with his wife and three children, Hana, Lena, and Mina.

David B. Daniels

Business Account Manager

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Dave joined Community Financial Advisors in 2019 and serves as the team’s Business Account Manager.  He works on special projects and coordinates client data to help the team operate more efficiently and do what they do best:  producing and developing customized investment strategies.

Dave studied at Southern Illinois University-Edwardsville and began his career as part of the management team at Central Hardware in 1975.  Nine years later, he started his own small business, a newspaper distributorship that recently celebrated its 35th anniversary.  Dave has started several successful small businesses throughout his career, all with the principle that the client comes first.

Dave and his wife, Ann, have raised four children, all of which became doctors.  He's an avid sports enthusiast, having coached softball, baseball, soccer, and basketball year round for 16 years.  He sports a 201 average in his bowling league, where he's been a member of the same team for 40 years.  He is a huge music fan, with blues rock being his favorite genre.

Randall E. Abernathy

CFP

CFP

Independent Investment Consultant

3148493200

• CERTIFIED FINANCIAL PLANNER™ certification
• FINRA Series 7, 63, and 65 securities licenses
• Life, health, and variable insurance licenses (including annuities)

Prior to becoming a financial advisor, Randy was a small business owner.  He decided to pursue a career in financial services and obtained the CFP® certification.  Randy earned a B.A. in Management from Webster University.

Randy began his financial services career with Thomsen McKinnon Securities, and then later spent time with Prudential Securities and Wachovia Securities.  In 2003, he joined Century Securities Associates, now known as Stifel Independent Advisors, as a financial advisor, managing his own independent financial advisory practice, Abernathy Capital Management.  He also works closely with Community Financial Advisors in supporting the team and their respective client base.  For more than 30 years, he has helped his clients navigate the markets while developing and implementing wealth management plans tailored to their short- and long-term goals.

An active community member, Randy spends time working with various organizations, including Activities Resurrection Ministries, BackStoppers, The Joshua Chamberlain Society, and the St. John Vianney President’s Club.  Outside the office, he enjoys reading, golfing, and spending time with his family.

Jill Clements

Client Service Associate

6182062061

Jill is responsible for everyday administration of the office as well as client and account management.  She delivers top-tier service to their clients and welcomes everyone with a smile.

Prior to joining Community Financial Advisors, Jill worked in the medical field as a registered nurse for six years, including the last three as a pediatric nurse.  Even though she loved caring for children, she decided it was time for a career change with her growing family.  She is excited to begin a new path in the financial service industry and to help better serve clients.

Jill married her husband, Kris, in 2018.  Since then, they had twins, Kinsley and Kayden, and their newest addition, Chloe.  On top of that, she also has two labs, Bohdi and Bella.  She loves spending time with her family and watching her kids experience new things.