We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
CFP®
CFP®
CFP®, APMA®
CFP®
J.D., LL.M.
CFA
“Problems start when a founder believes only they can run the business.”
In the episode, Jeff dives into the realities of generational wealth transfer and succession planning — including why these transitions are rarely just financial. He discusses the importance of transparency, early conversations, and intentionally structuring decision‑making,especially within family‑owned and closely held businesses.
“If you invest based on headlines, you are already behind the market.”
We’re celebrating Jeff for his latest podcast feature — sharing how clear goals, consistent communication and disciplined planning help clients make confident decisions through every market cycle. If you or someone you know is thinking about college funding, retirement readiness or simply “where to start,” Jeff’s guidance is worth a listen.
“You are retiring. You are not dying. You still need equity exposure.”
Instead of focusing only on markets or headlines, Jeff recently discussed something even more important: how financial decisions can directly impact your sense of calm, security and long‑term confidence.
On his latest podcast appearance, The Aligned Money Show. Jeff shared simple frameworks for tackling big priorities — from preparing for college costs to mapping out retirement — in ways that feel manageable rather than overwhelming.
Congratulations to Jeff who has been recognized by a Forbes as 2026 Best-in-State Wealth Advisor. This recognition highlights advisors who uphold the highest standards of professionalism, best practices and client service.
Jeff was previously named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes
Bill serves as the co-President of the Northwest Suburban Estate Planning Council, a professional association of estate-planning experts that fosters member development, networking, and public awareness of high-quality, ethical estate-planning services. He also remains active in the Northwest Chapter of Habitat for Humanity.
Andrew is on the Associates board of the Economic Awareness Council, a nonprofit organization whose mission is to prepare students and families for the economic and financial decisions they will make, both today and tomorrow.
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