Jon Aldrich joined Focus Financial Advisors in 2004. He is actively involved in all aspects of wealth management and financial planning for his clients. After graduating from Rockford West High School, Jon earned his accounting degree from Northern Illinois University. Jon is a CPA and a CFP® (Certified Financial Planner). Before following his passion and joining Focus, Jon worked for a national public accounting firm and was also the Chief Financial Officer of a Rockford based manufacturing company.
Jon and his wife, Tammy, have two teenage sons. He enjoys golfing, boating, snowmobiling and getting up to the lake in Wisconsin. He is active in the community and is currently serving as President for the Northern Illinois Hospice Board of Trustees and Treasurer for their Foundation Board. Jon also served as treasurer while he was on the board of Tinker Swiss Cottage Museum in Rockford. Jon is a member of several professional organizations, including the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the Illinois CPA Society (ICPAS).Janet Prader
Information Technology / Information Security
Janet joined Focus in 1998. Her information technology expertise allows us to stay current with the ever-changing world of computer hardware and software that allows Focus to employ cutting edge technology. She excels at providing outstanding personal service to clients and making sure their questions get answered in a timely manner. Janet is heavily involved in many administrative aspects of the office and spends a great deal of her time executing securities trades.
She has lived in northern Illinois for over 25 years. She enjoys spending time and catching up with her two adult daughters. She volunteers her time to local charities, enjoys golfing, and collects memorabilia from the local famed Wagon Wheel Resort. Currently Janet is serving on the board of the Irish Marching Society of Rockford and is the organization’s Treasurer. Janet was named the 2017 IMS Irish Woman of the Year. Previously she served as Secretary to the Rock River Valley Celtic Society.Martha Whitman
Office Manager & Compliance Manager
Although she wears many hats here at Focus, Martha dedicates most of her time to managing the day-to-day affairs of the office, and making sure that the firm remains in compliance with the myriad of regulations that our industry is subject to. And as all of our clients know, Martha is always willing to help service their accounts. Martha has earned associates degrees in both Business Administration and Accounting, and has taken continuing education classes in financial planning.
Martha has three children, and two grandchildren. When she is not doting on her granddaughter, she enjoys walking, reading and swimming. Martha is a life member of the VFW Ladies Auxiliary, and is involved with Rockford MELD, an organization whose work she feels very strongly about.Frederick E. Raffety (1936-2015)
JD, CFP®, MBA
On April 18th, 2015, we lost a friend and co-worker who had been a large contributor over the years to the success of Focus. Fred Raffety joined Bob Lawrenz at Focus back in 1987 when we were known as Robert Lawrenz Consulting and was instrumental in the firm’s early adaption of fee-only financial planning and wealth management. Fred was a shareholder in the firm from 1999 until his passing in April, 2015. He was originally from Minnesota, (born in Wayzata, near Minneapolis) and earned his M.B.A. from the University of South Dakota and his law degree from the William Mitchell College of Law in St. Paul. He worked in a number of bank trust departments in Minneapolis, Milwaukee, and Belvidere before joining Bob Lawrenz. He truly lived and believed in being a fiduciary for his clients and always acting in their best interests, and was an early and long-time member of NAPFA (National Association of Personal Financial Advisors). NAPFA is the torchbearer for the fee-only financial planning community and has done yeoman’s work over the years in educating the public of the benefits of fee-only financial advice. Fred had a very measured and deliberate style. He put careful thought into everything he said and was never hasty in any decisions he made. In discussions of a topic, he would often raise issues that weren’t considered at first, but would be very important to factor into the outcome. Fred always put his client’s interest first and was a true fiduciary in every sense of the word. He was one of the most honest and ethical people you could ever know and those qualities will be a lasting legacy that will be carried on at Focus. Fred had always said he wanted Focus to continue on long after he was gone. That was why he assembled the team that is in place and instilled in all of us a “sense of urgency” for client service and promise to do whatever we can to provide our clients with the best attention and customer service possible. We intend to continue with that promise. Fred leaves behind his wife of 53 years, Judy, 2 children and 4 grandchildren. We will all miss Fred.