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.
"Financial decisions should align with an individual's goals"
Jeffrey Condren, CFP® shared examples of how different individuals may approach financial planning based on their own objectives and circumstances.
"The earlier you begin, the more time you have to think through family goals, tax considerations, succession plans and what life may look like after the business."
Jeffrey Condren, CFP® discussed why it is important to think about life after the sale long before a transaction takes place.
"The real measure of a successful exit is not the sale price—it’s whether the wealth and purpose endure."
Exits shouldn’t be the first time you think about life after the sale. On the Exit Algorithms podcast, Jeff Condren, CFP®, shares why the most successful business exits are multi‑year planning events.
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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