AboutAbout Reason Financial

Reason Financial Advisors (RFA) began operations Northbrook, IL in 2004.  The founder, Patrick Doland, started the firm to provide clients primarily in Chicago and the northern suburbs of Chicago with fee-only financial planning and investment management services.  Pat had more than 30 years of experience in banking and personal financial planning when he opened RFA. In 2007, Mark Gilbert joined Pat as principal in the firm.  Mark had over 20 years of experience in accounting, finance, and personal financial planning.  In 2009, the firm expanded its geographical presence when it opened an office in Naperville, IL to better service clients in the western suburbs of Chicago.  In 2019, Mark acquired the business from Pat. 

Mark is the sole owner and client relationship manager of RFA. He continues to provide fee-only financial planning and investment management services to individuals. The firm maintains its west suburban and north suburban Chicago presence through its offices in Naperville and Northfield. Our Client Services Assistant Cindy Wilkinson is located in Northfield and is primarily responsible for handling client requests. Our Administrative Assistant Betty Jo Finazzo is located in Naperville and is primarily responsible for handling firm administrative issues.